Private Client Relationship Advisor

JPMorganChase; Mount Juliet (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and relationships across the branch. You will manage the complete banking relationship with a proactive approach, driving growth and referrals while delivering the Chase Private Client experience.

The role emphasizes advising clients on appropriate products and services, partnering with specialists to meet advanced needs, and ensuring access to self-service options while adhering to

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to meet client needs.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Makes lives of clients easier by sharing and setting up self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Sales & advisory

Regulatory compliance

Communication skills

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and relationships across the branch. You will manage the complete banking relationship with a proactive approach, driving growth and referrals while delivering the Chase Private Client experience.

The role emphasizes advising clients on appropriate products and services, partnering with specialists to meet advanced needs, and ensuring access to self-service options while adhering to