Private Client Banker, SW Pittsburgh Market

JPMorgan Chase & Co. • Pittsburgh, PA

8d • Onsite

About The Position

As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by providing attentive, welcoming service and banking solutions to affluent clients and other branch clients. You manage clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances, recommend suitable products and services, acquire new clients, and develop referral sources. You also connect clients with relevant specialists and technology solutions while following banking policies, procedures, and regulatory requirements.

The role requires branch availability, including weekends and some evenings. Applicants must meet applicable licensing requirements or obtain the required licenses through JPMC’s licensing program within 180 days of hire. The position is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of branch banking Banker experience or equivalent financial services sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
• Strong in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
• Ability to create memorable client experiences.
• Ability to resolve client issues promptly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet risk, compliance, and training obligations.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Availability to work branch hours, including weekends and some evenings.
• Must satisfy applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements; continued employment is contingent on compliance.

Nice To Haves

• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment; communicate the value of Chase Private Client to eligible clients.
• Manage assigned clients and banking relationships using an advice-based approach to recommend products and services suited to their financial needs.
• Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively with clients and collaborate with or refer them to specialists for complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• Work branch hours, including weekends and some evenings.
• Complete required securities, state, life insurance, and NMLS registration requirements.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Eligible employees may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity

What This Job Offers

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