Wealth Client Advisor

JPMorgan Chase Bank, N.A.; Edmond (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase Bank, N.A. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients.

You will manage their complete banking relationships with an advice-based approach, while actively soliciting referrals and partnering with specialists to meet sophisticated financial needs. You will help clients access self-service options and ensure adherence to regulatory requirements and internal policies.

Qualifications

• Demonstrated success acquiring and growing client relationships in banking.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Extensive knowledge of regulatory banking requirements and licensing.

Responsibilities

• Manage client banking relationships across Chase products with an advice-based approach.
• Actively solicit referrals and develop internal/external sources to acquire new clients.
• Collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.
• Promote self-service options to give clients 24/7 access to accounts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Regulatory knowledge

Branch banking experience

Education

High school diploma or GED

College degree

Tools

NMLS registration

SIE exam prep

FINRA licenses

Job description

JPMorgan Chase Bank, N.A. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients.

You will manage their complete banking relationships with an advice-based approach, while actively soliciting referrals and partnering with specialists to meet sophisticated financial needs. You will help clients access self-service options and ensure adherence to regulatory requirements and internal policies.