Private Client Banker - Greater Virginia Market - Oakton, VA
About The Position
As a Private Client Banker in a Chase branch, you represent Chase’s brand and culture by providing welcoming, attentive service to affluent clients and other branch clients. You manage clients’ banking relationships across the company using a proactive, disciplined, advice-based approach to recommend suitable products and services and grow client balances. You also help acquire new clients by soliciting referrals and developing internal and external sources. You educate clients about banking technology and connect them with specialists for more complex financial needs. The position is subject to banking risk and compliance requirements, as well as Dodd-Frank/Truth in Lending Act and SAFE Act loan-originator qualification and NMLS registration requirements. Unlicensed applicants must obtain the required licenses 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 demonstrated success acquiring clients, deepening relationships, and generating revenue.
- 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 work branch hours, including weekends and some evenings.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses through JPMC’s program within 180 days of hire.
- Meet Dodd-Frank/Truth in Lending Act loan-originator qualification requirements, including review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
- NMLS registration under the SAFE Act of 2008, with registration or an update required immediately after starting, followed by timely annual renewal and other 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 for clients.
- 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, politely, and consultatively; ask questions and listen to understand client needs and build trust.
- Educate and connect clients to Chase technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures to consult effectively on banking solutions and connect clients with specialists for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register or update registration with NMLS under the SAFE Act and complete required renewals and updates.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
