Senior Private Client Banking Advisor

JPMorganChase; Chagrin Falls (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in our Branch Banking division to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach. You will work with specialists to match clients with the right wealth, mortgage, and advisory solutions.

The role requires a strong focus on regulatory compliance, excellent communication, and the ability to work extended hours, including weekends.

Qualifications

• 1+ year banking experience with client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or equivalent.
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages banking relationships with an advice-based approach to meet needs.
• Partners with Specialists to connect clients to wealth and mortgage experts.
• Makes lives of clients convenient by enabling self-service access 24/7.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in our Branch Banking division to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach. You will work with specialists to match clients with the right wealth, mortgage, and advisory solutions.

The role requires a strong focus on regulatory compliance, excellent communication, and the ability to work extended hours, including weekends.