Private Client Banking Advisor

JPMorganChase

New York (NY)

On-site

USD 70,000 - 110,000

Full time

2 days ago

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Job summary

JPMorganChase in New York seeks a Branch Banking Banker to actively manage client relationships through an advice-based approach, ensuring clients receive the best products and services for their needs. You will partner with Specialists to connect customers to experts for specialized financial needs and help clients access self-service options 24/7.

This role requires compliance with Dodd-Frank/Truth in Lending Act, NMLS registration, and the ability to work flexible branch hours, including

Qualifications

Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
Compliance with Dodd Frank/Truth in Lending Act requirements.
Ability to work branch hours, including weekends and some evenings.

Responsibilities

Shares the value of Chase Private Client with clients that may be eligible.
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
Partners with Specialists to connect customers to experts who can help them with specialized financial needs.
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
Adheres to policies, procedures, and regulatory banking requirements.