Wealth-Building Private Client Banking Advisor

Next Frontier Capital; Chesterfield Court House (VA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers within a branch.

You will manage the complete banking relationship across the company using a proactive, advice-based approach to grow balances and serve clients. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists for their financial needs and help customers access

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 with success in new client acquisition and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.
• National Mortgage Licensing System (NMLS) registration and SAFE Act requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages clients' banking relationships with an advice-based approach to provide best products and services.
• Partners with specialists to connect customers to experts for specialized financial needs.
• Facilitates self-service options for 24/7 access to accounts.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship selling

Client acquisition

Relationship management

Regulatory compliance

Excellent communication

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers within a branch.

You will manage the complete banking relationship across the company using a proactive, advice-based approach to grow balances and serve clients. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists for their financial needs and help customers access