Private Client Banking Advisor

JPMorgan Chase & Co.; Spring Valley (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Banker to manage banking relationships for affluent clients and drive growth through referrals and cross-selling in a branch setting.

You will partner with Specialists to provide tailored financial solutions, while ensuring compliance and offering convenient, self-service access for clients around the clock. This role requires a solid track record in client acquisition and relationship management.

Qualifications

• 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.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days of starting the role.
• Compliance with Dodd-Frank/Truth in Lending Act and regulatory banking requirements

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 selling

New client acquisition

Customer service

Communication skills

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Banker to manage banking relationships for affluent clients and drive growth through referrals and cross-selling in a branch setting.

You will partner with Specialists to provide tailored financial solutions, while ensuring compliance and offering convenient, self-service access for clients around the clock. This role requires a solid track record in client acquisition and relationship management.