Private Client Banker
1 week ago
You 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 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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
- 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
- Beginning 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 role
- Compliance with Dodd Frank/Truth in Lending Act
- High school degree, GED, or foreign equivalent
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
This 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. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Denver, CO $22.50 - $27.88 / hour
#J-18808-Ljbffr-
Private Banker Specialist
2 days ago
Denver, Colorado, United States First Western Full timeJob OverviewWe are seeking a skilled Private Banker II to join our team at First Western. This is a full-time non-exempt position that requires strong client-facing skills and knowledge of banking regulations.
-
U.S. Private Bank
5 days ago
Denver, United States JPMorgan Chase Full time $150,000 - $160,000Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working...
-
U.S. Private Bank
5 days ago
Denver, United States JPMorgan Chase Full time $150,000 - $160,000Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working...
-
Private Client Banker- Waltham South
2 weeks ago
Waltham, MA, United States The Cranberry Country Chamber of Commerce Full timeYou 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...
-
Private Client Banker- Waltham South
2 weeks ago
Waltham, MA, United States JPMorgan Chase & Co. Full timeYou 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...
-
Premier & Private Banking - Private Banker
2 weeks ago
Greenwood Village, CO, United States NBH Bank Full time7800 E Orchard Rd, Greenwood Village, CO 80111, USA Job Description Posted Tuesday, October 1, 2024 at 6:00 AM It starts with our culture... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the...
-
Private Wealth Banker
5 days ago
Denver, United States BOK Financial Full time $100,000 - $160,000Req ID: 75178 Location: Denver -DEN Areas of Interest: Private Banking Pay Transparency Salary Range: $100,000 - $160,000 Application Deadline: 12/02/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill...
-
Private Wealth Banker
5 days ago
Denver, United States BOK Financial Full time $100,000 - $160,000Req ID: 75178 Location: Denver -DEN Areas of Interest: Private Banking Pay Transparency Salary Range: $100,000 - $160,000 Application Deadline: 12/02/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill...
-
Private Banker
1 week ago
Los Angeles, CA, United States Deutsche Bank Full timeJob Title: Private BankerCorporate Title: Director - Managing DirectorLocation: San Francisco, CA & Los Angeles, CA Overview Private Bankers develop, manage, and retain client relationships. They are responsible for the acquisition of assets through expanding existing client relationships and cultivating new relationships for the Bank. Their primary focus...
-
Private Client Banker- New Brighton
2 weeks ago
Minneapolis, MN, United States JPMorgan Chase Full timeYou 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...
-
Senior Private Wealth Banker
1 week ago
Houston, TX, United States BOK Financial Corporation Full timeSenior Private Wealth Banker Areas of Interest: Finance; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee...
-
Private Client Banker
1 week ago
Los Angeles, CA, United States JPMorgan Chase Full timeYou 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...
-
Senior Private Wealth Banker
1 week ago
Houston, TX, United States BOK Financial Full timeReq ID: 74533 Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado,...
-
Private Client Banker
1 week ago
San Diego, CA, United States JPMorgan Chase Full timeYou have an obsession 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...
-
U.S. Private Bank – Private Banker
2 weeks ago
New Orleans, LA, United States JPMorgan Chase & Co. Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...
-
U.S. Private Bank
2 weeks ago
Greenwich, CT, United States JPMorgan Chase & Co. Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...
-
Nashville-Davidson, TN, United States JPMorganChase Full timeJOB DESCRIPTION We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working...
-
Relationship Banker
3 weeks ago
Davenport, IA, United States Old National Bank Full timeOverview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities...
-
Relationship Banker
1 month ago
Davenport, IA, United States Old National Bank Full timeOverview: Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our...
-
U.S. Private Bank
1 week ago
Newark, DE, United States JPMorganChase Full timeJOB DESCRIPTION If you have leadership and mentoring experience as well as delivering premier client service solutions, J.P. Morgan is the place for you! The Private Banking Client Service Manager is responsible for all the activities of their team of approximately 10-20 Client Service Associates. Each Service Manager's team of Client Service Associates is...