Private Client Banker - Greater Virginia Market - Falls Church, VA
About The Position
As a Private Client Banker in a Chase Branch, you represent Chase’s brand and culture by providing attentive, welcoming service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and recommend products and services suited to clients’ financial needs. You also help acquire new clients by soliciting referrals and developing internal and external sources, and connect clients with specialized experts and digital banking tools. The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration, including required registration or updates after starting employment and ongoing renewal and updates. Continued employment depends on compliance with these requirements.
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 sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
- Ability to create memorable client experiences and elevate the client experience.
- Excellent in-person and telephone communication skills, including the ability to tailor 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 risk and compliance obligations, including completing required training.
- High school degree, GED, or foreign equivalent.
- SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
- Ability to work branch hours, including weekends and some evenings.
- Must satisfy Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies applicants.
- Must register with or update the National Mortgage Licensing System and Registry under the SAFE Act after starting employment and comply with annual renewals and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Provide attentive, friendly service and create a welcoming environment; 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 and consultatively, ask questions, listen, anticipate client needs, and build trust.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures and consult with clients about banking solutions; collaborate with and connect clients to experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Acquire new clients through referrals and development of internal and external sources.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
- Work branch hours, including weekends and some evenings.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
