Private Client Banking Advisor

JPMorganChase; Odessa (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You'll proactively solicit referrals, connect customers to experts, and help them access self-service options around the clock.

The role requires a strong regulatory understanding, the ability to work weekends and evenings, and a track record of relationship-based growth.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with success in acquiring, cultivating and maintaining customer relationships and revenue.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act and related requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to deliver best-fit products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to specialists.
• Facilitates client access by promoting self-service options available 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Communication skills

Team collaboration

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You'll proactively solicit referrals, connect customers to experts, and help them access self-service options around the clock.

The role requires a strong regulatory understanding, the ability to work weekends and evenings, and a track record of relationship-based growth.