Private Client Banker - El Dorado Town Center Branch - El Dorado Hills, CA

JPMorganChase • El Dorado, AR

2d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the primary contact for a select group of Chase’s affluent clients and other branch customers. You manage clients’ complete banking relationships across the company using a proactive, disciplined approach to grow balances and acquire new clients through referrals and internal and external sources. The role focuses on building lasting relationships, providing advice and education tailored to customers’ financial needs, and helping clients make the most of their money. The position is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires National Mortgage Licensing System and Registry registration under the SAFE Act. Continued employment is contingent on meeting these requirements and applicable Federal Deposit Insurance Act conditions.

Requirements

• At least 1 year of Branch Banking Banker experience or equivalent financial-services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• High school degree, GED, or foreign equivalent.
• Beginning October 1, 2018, candidates not already registered must pass the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or complete them successfully within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the required review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register on or update registration with NMLS under the SAFE Act immediately after starting, and complete timely annual renewals and required updates.
• Meet applicable Section 19 of the Federal Deposit Insurance Act requirements.
• Ability to work branch hours, including weekends and some evenings.

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.
• Manage banking relationships through an advice-based approach, ensuring clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for their financial needs.
• Help clients set up and use self-service account options available 24 hours a day, seven days a week.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

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