Private Client Banking Advisor — Wealth Care

JPMorganChase

Akron (OH)

On-site

USD 45,000 - 75,000

Full time

2 days ago
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Job summary

JPMorgan Chase & Co. is seeking a Branch Banking Banker to help clients manage their money and relationships in a high-service environment. You will advise clients on products and services, coordinate with specialists, and promote self-service access to accounts.

The role emphasizes regulatory compliance and a customer-first approach. The position requires the ability to work varied branch hours, including weekends and some evenings, with a focus on building long-term client relationships and

Qualifications

  • Establish and deepen client relationships through a value-driven approach.
  • Meet requirements for securities and life licenses or complete within 180 days.
  • Adhere to regulatory banking rules and lending act rules.
  • Willingness to work branch hours, including weekends/evenings.

Responsibilities

  • Promote Chase Private Client value to eligible clients.
  • Manage client banking relationships with an advisory approach.
  • Partner with Specialists to connect clients with experts.
  • Enhance client convenience by enabling self-service options.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building
New client acquisition
Compliance knowledge
Strong communication
Financial services experience

Education

High school diploma
College degree

Job description

JPMorgan Chase & Co. is seeking a Branch Banking Banker to help clients manage their money and relationships in a high-service environment. You will advise clients on products and services, coordinate with specialists, and promote self-service access to accounts.

The role emphasizes regulatory compliance and a customer-first approach. The position requires the ability to work varied branch hours, including weekends and some evenings, with a focus on building long-term client relationships and

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