Private Client Banker SB - North Druid Hills - Atlanta, GA

JPMorganChase • Atlanta, GA

5d • Onsite

About The Position

At Chase, the Private Client Banker represents the company’s brand and culture by providing welcoming, attentive service and banking solutions to affluent clients and other branch clients. The banker manages clients’ complete banking relationships across the company, using a proactive, advice-based approach to grow balances, recommend products and services, and connect clients with specialists for more complex financial needs. The role also involves acquiring new clients through referrals and internal and external sources, helping clients use digital banking tools, and following applicable policies, procedures, and regulatory requirements.

The position is subject to Dodd Frank/Truth in Lending Act qualifications for Loan Originators and requires National Mortgage Licensing System and Registry registration under the SAFE Act. Continued employment depends on meeting applicable registration, renewal, and compliance requirements. An employment offer is contingent on JPMorganChase’s review of relevant background and financial information. A felony conviction within the last seven years disqualifies applicants.

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.
• Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients’ differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to work within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain required licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Ability to register with or update registration in NMLS under the SAFE Act immediately after starting, and complete required annual renewals and updates.

Nice To Haves

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

Responsibilities

• Provide attentive, friendly service and create a welcoming environment for clients.
• Explain the value of Chase Private Client to eligible clients.
• Manage assigned clients and their banking relationships through an advice-based approach, recommending suitable products and services.
• Communicate consultatively, ask questions, listen to understand clients’ needs, and build trust.
• Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them with specialists.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Follow banking policies, procedures, and regulatory requirements, including risk and compliance obligations.
• Work branch hours, including weekends and some evenings.

What This Job Offers

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