JPMorganChase
Private Client Banker - Wilmette Main Branch - Wilmette, IL
JPMorganChase, Wilmette, Illinois, United States, 60091
Overview
Join to apply for the Private Client Banker - Wilmette Main Branch - Wilmette, IL role at JPMorganChase. Job Description
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. 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 Required Qualifications, Capabilities, And Skills
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 Compliance with Dodd Frank/Truth in Lending Act (SIE/FINRA and state licenses may be required per role) 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 Preferred Qualifications, Capabilities, And Skills
Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a long-term career commitment with the firm Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on review of criminal history, credit, NMLS information, and other information relevant to financial responsibility and fitness. Felony convictions within the last seven years may disqualify a candidate. Continued employment requires compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and SAFE Act registration. Upon active employment, you will be required to register on NMLS or update existing registration to reflect employment with JPMorgan Chase. You may be asked to complete annual renewals and updates. About Us
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 offer a competitive total rewards package including base salary, potential incentives, and a comprehensive benefits program. We are an equal opportunity employer and value diversity and inclusion. We provide accommodations for applicants and employees as needed. Equal Opportunity Employer/Disability/Veterans About The Team
Our Consumer & Community Banking division serves Chase customers with a range of financial services, including personal banking, mortgages, loans, and payments. We aim to deliver digital solutions and strong customer satisfaction while supporting money management needs for households.
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Join to apply for the Private Client Banker - Wilmette Main Branch - Wilmette, IL role at JPMorganChase. Job Description
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. 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 Required Qualifications, Capabilities, And Skills
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 Compliance with Dodd Frank/Truth in Lending Act (SIE/FINRA and state licenses may be required per role) 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 Preferred Qualifications, Capabilities, And Skills
Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a long-term career commitment with the firm Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on review of criminal history, credit, NMLS information, and other information relevant to financial responsibility and fitness. Felony convictions within the last seven years may disqualify a candidate. Continued employment requires compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and SAFE Act registration. Upon active employment, you will be required to register on NMLS or update existing registration to reflect employment with JPMorgan Chase. You may be asked to complete annual renewals and updates. About Us
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 offer a competitive total rewards package including base salary, potential incentives, and a comprehensive benefits program. We are an equal opportunity employer and value diversity and inclusion. We provide accommodations for applicants and employees as needed. Equal Opportunity Employer/Disability/Veterans About The Team
Our Consumer & Community Banking division serves Chase customers with a range of financial services, including personal banking, mortgages, loans, and payments. We aim to deliver digital solutions and strong customer satisfaction while supporting money management needs for households.
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