Wealth & Private Client Banking Advisor

JPMorgan Chase & Co.; Aurora (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Aurora, CO is seeking a Private Client Banker in Branch Banking. You will serve a select group of affluent clients, manage their banking relationship, and help them grow balances through proactive advice and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers with experts, while promoting self-service options to access accounts 24/7 and ensuring compliance with banking regulations.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Banking experience

Compliance knowledge

Education

High school or equivalent

Job description

JPMorgan Chase & Co. in Aurora, CO is seeking a Private Client Banker in Branch Banking. You will serve a select group of affluent clients, manage their banking relationship, and help them grow balances through proactive advice and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers with experts, while promoting self-service options to access accounts 24/7 and ensuring compliance with banking regulations.