JPMorgan Chase Bank, N.A.
Private Client Banker - Carrollton Claiborne - New Orleans, LA
JPMorgan Chase Bank, N.A., New Orleans, Louisiana, United States, 70123
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. 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 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 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 Preferred qualifications, capabilities, and skills
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 Regulatory and licensing
Dodd Frank / Truth in Lending Act: This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on review of criminal history, credit report, information available through NMLS, and other information relevant to financial responsibility and fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration. Your continued employment is contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements and National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, you will be required to register on NMLS or update your existing registration to reflect JPMorgan Chase employment. Continued employment is contingent upon compliance with the SAFE Act, including timely renewal and updates. Information obtained during registration or through NMLS may impact employment. Any information provided during the Chase online application may be transferred to NMLS by JPMorgan Chase. Further information about NMLS and registration requirements can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx Company overview and benefits
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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility, including 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 and we make reasonable accommodations for applicants and employees' religious practices, beliefs, mental health or physical disability needs. Equal Opportunity Employer / Disability / Veterans. For more information about requesting an accommodation, visit our FAQs.
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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 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 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 Preferred qualifications, capabilities, and skills
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 Regulatory and licensing
Dodd Frank / Truth in Lending Act: This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on review of criminal history, credit report, information available through NMLS, and other information relevant to financial responsibility and fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration. Your continued employment is contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements and National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, you will be required to register on NMLS or update your existing registration to reflect JPMorgan Chase employment. Continued employment is contingent upon compliance with the SAFE Act, including timely renewal and updates. Information obtained during registration or through NMLS may impact employment. Any information provided during the Chase online application may be transferred to NMLS by JPMorgan Chase. Further information about NMLS and registration requirements can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx Company overview and benefits
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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility, including 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 and we make reasonable accommodations for applicants and employees' religious practices, beliefs, mental health or physical disability needs. Equal Opportunity Employer / Disability / Veterans. For more information about requesting an accommodation, visit our FAQs.
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