Private Client Banking Advisor

JPMorganChase; Wilmington (NC); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorganChase is looking for a Branch Banking Banker to actively manage and deepen client relationships, offering education and advice tailored to each customer’s financial needs.

Role requires adherence to regulatory banking requirements and availability to work weekends/evenings. The position emphasizes an advice-based approach and collaboration with specialists to deliver comprehensive solutions.

Qualifications

• Relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent in financial services with revenue generation.
• Licensing: SIE, FINRA Series 6/7 and state registration (63/66) or must complete within 180 days.
• Compliance with Dodd-Frank/TILA.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Excellent communication

Customer service

Licensing knowledge (SIE/FINRA)

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase is looking for a Branch Banking Banker to actively manage and deepen client relationships, offering education and advice tailored to each customer’s financial needs.

Role requires adherence to regulatory banking requirements and availability to work weekends/evenings. The position emphasizes an advice-based approach and collaboration with specialists to deliver comprehensive solutions.