Private Client Banker - Matt Town Center (New Build) - Cumming ,GA

JPMorgan Chase & Co. • Cumming, GA

13d

About The Position

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 manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You help acquire new clients by actively soliciting referrals and developing internal and external sources.

The role is centered on taking care of customers and employees, building lasting relationships, acting with integrity, exceeding expectations, and supporting diversity and inclusion. You help customers make the most of their money through education and advice tailored to their financial needs.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting the applicable qualification, registration, renewal, and update requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of Branch Banking Banker or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Beginning October 1, 2018, candidates not already registered must pass the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, required state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
• Compliance with the Dodd Frank/Truth in Lending Act and applicable Loan Originator qualification requirements.
• 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.
• NMLS registration under the SAFE Act, or updating an existing registration as necessary, with successful registration immediately after starting and timely annual renewals and required updates thereafter.
• Employment is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies candidates.

Nice To Haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and commitment to a long-term career with the firm.

Responsibilities

• Share the value of Chase Private Client with clients who may be eligible.
• Actively manage banking relationships through an advice-based approach, ensuring each client receives suitable products and services.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
• Help clients access accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Actively solicit referrals and develop internal and external sources to acquire new clients.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED