Private Client Banking Advisor

JPMorganChase; Tucson (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in the Arizona region is seeking a Private Client Banker in Branch Banking to lead select affluent clients' relationships. You will manage their full banking experience with an advisory approach and collaborate with specialists to address complex financial needs.

The role requires building a strong client network, adherence to regulatory requirements, and availability for branch hours, including some weekends and evenings. A college degree or equivalent is preferred.

Qualifications

• Demonstrated ability to build and deepen client relationships.
• 1+ year in branch banking or equivalent financial services experience.
• SIE exam, FINRA Series 6/7 and state licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Adherence to banking policies and regulatory requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Promotes Chase Private Client value to eligible clients.
• Manages client relationships with an advice-based approach.
• Collaborates with Private Client Advisors, mortgage bankers, and business relationship managers.
• Facilitates self-service access for clients (24/7).
• Ensures compliance with policies and regulatory requirements.

Skills

Excellent communication

Relationship cultivation

Team orientation

Client advisory mindset

Education

College degree or military equivalent

High school diploma / GED or foreign equivalent

Job description

JPMorganChase in the Arizona region is seeking a Private Client Banker in Branch Banking to lead select affluent clients' relationships. You will manage their full banking experience with an advisory approach and collaborate with specialists to address complex financial needs.

The role requires building a strong client network, adherence to regulatory requirements, and availability for branch hours, including some weekends and evenings. A college degree or equivalent is preferred.