Private Client Banker, SW Pittsburgh Market
About The Position
As a Private Client Banker in a Chase branch, you represent Chase’s brand and culture by delivering attentive, welcoming service and banking solutions to affluent clients and other branch clients. You manage clients’ complete 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. The role includes helping eligible clients understand the value of Chase Private Client, connecting clients with digital banking tools, and collaborating with specialists on more complex financial needs. Bankers are expected to follow applicable policies, procedures, risk controls, and regulatory requirements. The position requires working branch hours, including weekends and some evenings. It is subject to Dodd-Frank/Truth in Lending Act loan-originator qualification requirements and NMLS registration under the SAFE Act.
Requirements
- 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.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- Excellent in-person and telephone communication skills, including the ability to tailor product and service information to clients with differing needs.
- Ability to resolve client issues promptly and effectively with attention to detail.
- Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
- 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; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and comply with SAFE Act NMLS registration, renewal, and update requirements. Continued employment is contingent on compliance.
- A felony conviction within the last seven years disqualifies an applicant from consideration.
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, recommending appropriate products and services.
- Communicate consultatively, ask questions, listen to understand clients’ needs, and build trust.
- Help clients use the Chase Mobile App, Chase.com, and ATMs for their banking needs.
- Learn banking products, services, and procedures and connect clients with internal experts for specialized financial needs.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Follow policies, procedures, and regulatory banking requirements.
- Work branch hours, including weekends and some evenings.
- Comply with applicable loan-originator qualification and NMLS registration requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
