JPMorganChase
Private Client Banker - Tanglewood - Chagrin Falls, OH
JPMorganChase, Chagrin Falls, Ohio, United States, 44023
Overview
Join to apply for the
Private Client Banker - Tanglewood - Chagrin Falls, OH
role at
JPMorganChase . Job responsibilities and qualifications reflect the role of a Private Client Banker in Branch Banking, serving Chase’s affluent clients and other customers by managing banking relationships, providing education and advice, and collaborating with specialists to meet clients’ financial needs. Responsibilities
Share the value of Chase Private Client with eligible clients. Actively manage banking relationships with an advice-based approach to ensure clients receive the best products and services for their needs. Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts for specialized financial needs. Make clients’ lives more convenient by sharing and setting up self-service options for 24/7 access to accounts. Adhere to policies, procedures, and regulatory banking requirements. Required Qualifications, Capabilities, And Skills
Proven ability to acquire and deepen client relationships using a value-added, relationship-oriented approach. 1+ year of Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining relationships and revenue generation. Compliance with regulatory requirements (Securities Industry Essentials, FINRA Series 6/7, state registrations where required) or ability to complete within 180 days of starting. Compliance with Dodd-Frank/Truth in Lending Act requirements. High school degree, GED, or foreign equivalent. 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 to 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 report, NMLS information, and other factors to determine financial responsibility and fitness for the role. Felony convictions within the last seven years may disqualify a candidate. Registration on the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act is required upon active employment, with ongoing renewals and updates as needed. Information gathered during registration may be transferred to NMLS by JPMorgan Chase. Review all information for accuracy before submitting. Details about NMLS and registration requirements: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx About Us
Chase is a leading financial services firm focused on helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do, while supporting small businesses, nonprofits, and communities. We offer a competitive total rewards package, including base salary and potential incentives. Benefits include health care coverage, retirement savings, and programs to support employee needs. Details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants and employees, including for religious practices and mental or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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Join to apply for the
Private Client Banker - Tanglewood - Chagrin Falls, OH
role at
JPMorganChase . Job responsibilities and qualifications reflect the role of a Private Client Banker in Branch Banking, serving Chase’s affluent clients and other customers by managing banking relationships, providing education and advice, and collaborating with specialists to meet clients’ financial needs. Responsibilities
Share the value of Chase Private Client with eligible clients. Actively manage banking relationships with an advice-based approach to ensure clients receive the best products and services for their needs. Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts for specialized financial needs. Make clients’ lives more convenient by sharing and setting up self-service options for 24/7 access to accounts. Adhere to policies, procedures, and regulatory banking requirements. Required Qualifications, Capabilities, And Skills
Proven ability to acquire and deepen client relationships using a value-added, relationship-oriented approach. 1+ year of Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining relationships and revenue generation. Compliance with regulatory requirements (Securities Industry Essentials, FINRA Series 6/7, state registrations where required) or ability to complete within 180 days of starting. Compliance with Dodd-Frank/Truth in Lending Act requirements. High school degree, GED, or foreign equivalent. 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 to 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 report, NMLS information, and other factors to determine financial responsibility and fitness for the role. Felony convictions within the last seven years may disqualify a candidate. Registration on the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act is required upon active employment, with ongoing renewals and updates as needed. Information gathered during registration may be transferred to NMLS by JPMorgan Chase. Review all information for accuracy before submitting. Details about NMLS and registration requirements: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx About Us
Chase is a leading financial services firm focused on helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do, while supporting small businesses, nonprofits, and communities. We offer a competitive total rewards package, including base salary and potential incentives. Benefits include health care coverage, retirement savings, and programs to support employee needs. Details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants and employees, including for religious practices and mental or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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