Private Client Banking Advisor

JPMorganChase; New Bedford (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Branch Banking Banker to build lasting relationships with Chase Private Client clients, providing guidance and access to tailored financial solutions. The role emphasizes education, trust, and a strong commitment to compliance and service quality.

Responsibilities include advising clients on products, partnering with specialists to meet complex needs, and promoting self-service options while adhering to regulatory requirements and branch hours, including weekends.

Qualifications

• Proven success in acquiring and deepening client relationships
• 1+ year branch banking experience with revenue generation
• SIE and FINRA licenses or completion within 180 days
• Compliance with Dodd-Frank/TILA requirements
• High school diploma or equivalent
• Ability to work branch hours including weekends/evenings
• Adherence to regulatory banking requirements

Responsibilities

• Promote Chase Private Client value to eligible clients
• Actively manages client relationships with an advice-based approach
• Coordinate with Specialists to connect clients to experts
• Enable self-service options for 24/7 account access
• Adhere to policies, procedures and regulatory banking requirements

Skills

Relationship management

Sales experience

Communication skills

Regulatory compliance

Customer service

Education

High school diploma

College degree (preferred)

Job description

JPMorganChase is seeking a Branch Banking Banker to build lasting relationships with Chase Private Client clients, providing guidance and access to tailored financial solutions. The role emphasizes education, trust, and a strong commitment to compliance and service quality.

Responsibilities include advising clients on products, partnering with specialists to meet complex needs, and promoting self-service options while adhering to regulatory requirements and branch hours, including weekends.