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About the Role

As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase’s affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Responsibilities

Put clients first and exceed their expectations by delivering attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust by asking questions and listening.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions.
Collaborate with and connect clients to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.

Requirements

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 sales with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for clients and elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
Unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, with study materials and support provided.
Ability to work branch hours including weekends and some evenings.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
Employment offer is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Any felony conviction within the last seven years will disqualify you from consideration for this position.
Continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
Upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary.
Continued employment is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm.
Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase.
Carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.

Skills

Value-added, relationship-oriented approach
Financial Services sales
Client acquisition
Relationship deepening
Revenue generation
Client experience elevation
Communication skills (in person and phone)
Problem-solving
Attention to detail
Risk management
Compliance
Securities Industry Essential (SIE) exam
FINRA Series 6
State registration (including 63 if required)
Life licenses
NMLS registration

Location

Chase Branch

Work Type

Full-time
Onsite

Experience Level

1+ year Branch Banking Banker or equivalent experience in Financial Services sales

Education Level

High school degree, GED, or foreign equivalent
College degree or military equivalent (Preferred)

Salary/Compensations

Base salary determined based on the role, experience, skill set and location.
Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Equal Opportunity

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans