Private Client Banking Advisor

Aumni; Vancouver (WA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent client relationships and provide tailored education and financial advice.

You will grow client balances by offering appropriate products and services and by soliciting referrals. Collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, you will connect clients with specialists and promote self-service access 24/7, while adhering to regulatory requirements and

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 and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act requirements and NMLS registration as applicable.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and BRMs) to connect clients to experts.
• Facilitates client access to self-service options 24/7 and ensures regulatory compliance.
• Adheres to policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent client relationships and provide tailored education and financial advice.

You will grow client balances by offering appropriate products and services and by soliciting referrals. Collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, you will connect clients with specialists and promote self-service access 24/7, while adhering to regulatory requirements and