Private Client Banker - Green Spring Station Branch - Lutherville Timonium, Maryland
About The Position
As a Private Client Banker in a Chase Branch, you represent the Chase brand and culture by providing welcoming, attentive 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 grow balances, identify financial needs, and recommend suitable products and services. You also help acquire new clients through referrals and by developing internal and external sources, while connecting clients with specialized experts and digital banking tools. The role requires adherence to banking policies, procedures, regulatory requirements, and applicable risk and compliance obligations. Employment is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and NMLS registration under the SAFE Act.
Requirements
- 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.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- 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 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; unlicensed applicants must obtain the 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 Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies applicants.
- Register with the National Mortgage Licensing System and Registry (NMLS), or update existing registration, immediately after starting employment and comply with SAFE Act requirements, including annual renewals and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment; share the value of Chase Private Client with eligible clients.
- Actively manage assigned clients and their banking relationships using an advice-based approach to recommend products and services for their financial needs.
- Communicate clearly, politely, and consultatively; ask questions, listen, 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 with clients and connect them with experts for specialized financial needs.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Adhere to policies, procedures, regulatory banking requirements, and risk and compliance obligations, including required training.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
