Private Client Banking Advisor

JPMorgan Chase & Co.

Sporting Hill (PA)

On-site

USD 65,000 - 90,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage the full banking relationship with an advice-based approach, helping clients access the best products and services while driving growth in their balances. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists for complex needs and to extend education and

Qualifications

1+ year branch banking experience with proven client acquisition and revenue growth.
SIE, FINRA Series 6/7, state licenses required or must be completed within 180 days.
Compliance with Dodd-Frank/Truth in Lending Act requirements.
High school diploma, GED, or foreign equivalent.
Ability to work branch hours, including weekends and some evenings.
Adherence to policies, procedures, and regulatory banking requirements.
Preferred: Excellent communication skills; College degree or military equivalent; Experience with affluent clients; Strong team orientation for long-term career at the firm.

Responsibilities

Shares the value of Chase Private Client with eligible clients.
Manages clients' banking relationships with an advice-based approach for best products and services.
Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
Makes lives of clients easier by enabling self-service access to accounts 24/7.
Adheres to all applicable policies, procedures, and regulatory banking requirements.