Private Client Relationship Advisor

JPMorganChase; Wooster (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and broader customers. You will manage full banking relationships with a proactive, advisory approach to drive growth and client satisfaction.

You will work with specialists to connect clients to experts, promote self-service access, and ensure compliance with regulatory requirements.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• Ability to work with affluent clients and generate revenue growth.
• Strong compliance and regulatory banking knowledge.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships using an advisory approach for optimal products and services.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to route clients to experts.
• Make clients’ lives easier by enabling 24/7 self-service access to accounts.
• Adhere to all banking policies, procedures, and regulatory requirements.

Skills

Relationship management

New client acquisition

Communication skills

Compliance awareness

Education

High school or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and broader customers. You will manage full banking relationships with a proactive, advisory approach to drive growth and client satisfaction.

You will work with specialists to connect clients to experts, promote self-service access, and ensure compliance with regulatory requirements.