Private Client Banker - Greater Virginia Market - Oakton, VA
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’ banking relationships across the company using a proactive, advice-based approach to help grow balances, recommend appropriate products and services, acquire new clients through referrals, and connect clients with specialists for more complex financial needs. The role requires compliance with banking policies, procedures, and regulatory requirements. Branch hours include weekends and some evenings. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment is contingent on meeting applicable qualification, registration, renewal, and compliance requirements. Applicants without the required securities and insurance licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
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 proven success acquiring new clients, deepening relationships, and generating revenue.
- Ability to create memorable client experiences.
- Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
- 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. Applicants who are not licensed must obtain required licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators; employment is subject to review of criminal conviction history, credit report, NMLS information, and other relevant information.
- Register on NMLS or update an existing registration after starting employment, and complete required renewals and updates to comply with the SAFE Act.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Provide attentive, friendly service and create a welcoming client experience; explain the value of Chase Private Client to eligible clients.
- Manage assigned clients and their 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 and build trust.
- Educate clients about and connect them to banking technology, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult on banking solutions and connect clients with experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Acquire new clients through referrals and develop internal and external sources.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
