Private Client Banker - Newcastle Branch - Newcastle, WA (Mandarin and English Bilingual Preferred)
About The Position
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You help acquire new clients by actively soliciting referrals and developing internal and external sources. The role provides education and advice tailored to customers’ financial needs and helps them make the most of their money. It involves sharing the value of Chase Private Client, connecting customers with specialists, and helping clients access self-service banking options. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators 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 one year of Branch Banking Banker or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- Compliance with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators; employment is contingent on JPMC’s review of relevant background and financial information.
- NMLS registration under the SAFE Act, or update of an existing registration, immediately after starting employment; continued employment requires compliance, annual renewal, and timely updates.
- 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 successfully complete these within 180 days of starting the role.
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.
- Mandarin and English bilingual ability preferred.
Responsibilities
- Share the value of Chase Private Client with clients who may be eligible.
- Actively manage banking relationships through an advice-based approach, ensuring clients receive appropriate products and services for their needs.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
- Help clients access accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Manage clients’ banking relationships across the company and work to grow their balances.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
