Private Client Banker - Greater Kansas Market - Topeka, KS

JPMorganChase • Topeka, KS

2d

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 involves helping customers make the most of their money through education and advice tailored to their financial needs, while building lasting relationships and delivering a welcoming, valued customer experience.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of criminal conviction history, credit report, NMLS information, and other relevant information. Any felony conviction within the last seven years will disqualify candidates. Employment is contingent on compliance with applicable Loan Originator requirements and SAFE Act NMLS registration, including registration immediately after starting, annual renewal, and timely updates.

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 experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not currently registered, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, state registration (including Series 63 or 66 if required), and Life licenses are required or must be successfully completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act qualification requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Required SAFE Act NMLS registration, or update to existing registration, upon active employment; continued employment requires compliance with registration, annual renewal, and update requirements.
• Candidates must satisfy JPMC's review of criminal conviction history, credit report, NMLS information, and other relevant information; any felony conviction within the last seven years disqualifies candidates.

Nice To Haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and a 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 products and services suited to 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.
• Acquire new clients by actively soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED