Private Client Banking Advisor

JPMorganChase; Plantation (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers. You will manage the full banking relationship, demonstrate an advice-based approach, and work with specialists to connect clients with experts for tailored financial needs.

The role requires building lasting relationships, driving referrals, and ensuring regulatory compliance while providing education and guidance to help clients maximize their finances.

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 and related regulations.

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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Customer service

Communication skills

Education

High school diploma

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers. You will manage the full banking relationship, demonstrate an advice-based approach, and work with specialists to connect clients with experts for tailored financial needs.

The role requires building lasting relationships, driving referrals, and ensuring regulatory compliance while providing education and guidance to help clients maximize their finances.