Private Client Banker - Enfield Hazard - Enfield, CT
About The Position
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase affluent clients as well as other customers in the branch. You manage each client’s complete banking relationship across the company through a proactive, disciplined, advice-based approach, helping clients choose products and services suited to their financial needs and generating growth in their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role includes connecting clients with specialists for specialized financial needs, helping clients access convenient self-service banking options, and complying with applicable policies, procedures, and regulatory requirements. This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting the applicable qualification, registration, renewal, and update requirements. JPMorganChase offers a competitive total rewards package, with compensation based on role, experience, skills, and location. Eligible employees may receive commission-based pay or discretionary incentive compensation. Benefits and programs are subject to eligibility and include health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.
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.
- If not already registered, 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.
- Comply with Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- Meet SAFE Act requirements, including NMLS registration or updating an existing registration after starting, and completing annual renewal and required updates.
- Employment is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information to assess financial responsibility, good character, and general fitness; a felony conviction within the last seven years disqualifies applicants.
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 self-service options to access accounts 24 hours a day, seven days a week.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Grow client balances using a proactive and disciplined approach.
- Adhere to policies, procedures, and regulatory banking requirements.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
