Private Client Banking Advisor: Wealth Growth & Concierge

JP Morgan Chase; Maryland; On-site; USD 60,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker to represent our brand with hospitality, delivering banking solutions and fintech to a select group of Chase’s affluent clients while managing their complete banking relationships.

You will generate growth through referrals, educate clients on technology, and collaborate with our team to meet financial needs while complying with risk and regulatory requirements. Weekend/evening hours may be required.

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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
• Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adheres to policies, procedures, and regulatory banking requirements.

Education

High school degree, GED, or foreign equivalent

Job description

Chase is seeking a Private Client Banker to represent our brand with hospitality, delivering banking solutions and fintech to a select group of Chase’s affluent clients while managing their complete banking relationships.

You will generate growth through referrals, educate clients on technology, and collaborate with our team to meet financial needs while complying with risk and regulatory requirements. Weekend/evening hours may be required.