Private Client Banking Advisor – Wealth & Relationship Builder

JPMorganChase; Coeur d'Alene (ID); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase is seeking a Branch Banking Banker to actively manage client relationships with an advice-based approach, ensuring clients receive the best products and services for their needs. The role involves coordinating with specialists to address specialized financial needs and promoting self-service options for 24/7 account access.

The position requires strong communication, a focus on long-term relationships with affluent clients, and flexibility to work branch hours, including weekends

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Excellent communication skills for client interactions and collaboration with team members.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Actively manages banking relationships through an advice-based approach to ensure clients receive appropriate products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Promotes self-service options to provide 24/7 access to accounts.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Communication skills

Client advisory approach

Team orientation

Education

High school diploma or equivalent

Job description

JPMorgan Chase is seeking a Branch Banking Banker to actively manage client relationships with an advice-based approach, ensuring clients receive the best products and services for their needs. The role involves coordinating with specialists to address specialized financial needs and promoting self-service options for 24/7 account access.

The position requires strong communication, a focus on long-term relationships with affluent clients, and flexibility to work branch hours, including weekends