Private Client Banker, Paoli Branch, Paoli, PA
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 focuses on helping customers make the most of their money through education and advice tailored to their financial needs, building lasting relationships, and delivering a welcoming and valued customer experience. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act of 2008.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least 1 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.
- Beginning October 1, 2018, candidates who are not currently 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 them within 180 days of starting the role.
- Compliance with Dodd Frank/Truth in Lending Act requirements.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; employment is contingent on JPMC's review of criminal conviction history, credit report, NMLS information, and other relevant information.
- Must register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, after starting employment and comply with SAFE Act requirements, including annual renewal and required updates.
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.
- Actively manage banking relationships through an advice-based approach, ensuring each client receives the best 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 make clients’ lives more convenient by sharing and setting up self-service options for 24/7 account access.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing 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
