Private Client Banker- Savage

3 weeks ago


Savage, United States JPMorgan Chase Full time

Private Client BankerYou have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. 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.Job ResponsibilitiesShares the value of Chase Private Client with clients that may be eligibleActively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needsPartners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needsMakes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a weekAdheres to policies, procedures, and regulatory banking requirementsRequired Qualifications, Capabilities, and SkillsDemonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generationBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the roleCompliance with Dodd Frank/Truth in Lending Act*High school degree, GED, or foreign equivalentAdherence to policies, procedures, and regulatory banking requirementsAbility to work branch hours, including weekends and some eveningsPreferred Qualifications, Capabilities, and SkillsExcellent communication skillsCollege degree or military equivalentExperience cultivating relationships with affluent clientsStrong team orientation with a commitment of long-term career with the firmDodd Frank/Truth in Lending ActThis position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position 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. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase.



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