JPMorganChase
Overview
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. Responsibilities
Share the value of Chase Private Client with clients that may be eligible Actively manage the banking relationship through an advice-based approach, ensuring each client receives 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 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 Adhere 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 Regulatory licenses: Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days of starting Compliance with Dodd-Frank/Truth in Lending Act High school diploma, 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 to the firm Regulatory and Licensing Information
This position is subject to 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 demonstrating financial responsibility and fitness. Felony convictions within the last seven years may disqualify consideration. Employment is contingent on compliance with Truth in Lending Act / Dodd-Frank Loan Originator requirements. This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Upon active employment you will be required to register or update registration to reflect employment with JPMorgan Chase. Continued employment is contingent on compliance with the SAFE Act and timely renewal of NMLS registration. Information collected during registration may impact employment. Review the information provided for accuracy before submission. Additional information about NMLS and registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx 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 commission or incentive compensation, and a range of benefits (health care, retirement savings, wellness, education support, and more). We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations as needed. See our FAQs for accommodation information. Equal Opportunity Employer/Disability/Veterans
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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. Responsibilities
Share the value of Chase Private Client with clients that may be eligible Actively manage the banking relationship through an advice-based approach, ensuring each client receives 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 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 Adhere 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 Regulatory licenses: Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days of starting Compliance with Dodd-Frank/Truth in Lending Act High school diploma, 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 to the firm Regulatory and Licensing Information
This position is subject to 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 demonstrating financial responsibility and fitness. Felony convictions within the last seven years may disqualify consideration. Employment is contingent on compliance with Truth in Lending Act / Dodd-Frank Loan Originator requirements. This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Upon active employment you will be required to register or update registration to reflect employment with JPMorgan Chase. Continued employment is contingent on compliance with the SAFE Act and timely renewal of NMLS registration. Information collected during registration may impact employment. Review the information provided for accuracy before submission. Additional information about NMLS and registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx 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 commission or incentive compensation, and a range of benefits (health care, retirement savings, wellness, education support, and more). We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations as needed. See our FAQs for accommodation information. Equal Opportunity Employer/Disability/Veterans
#J-18808-Ljbffr