Private Client Banker - Eastside North Market - Kirkland, WA and Surrounding Areas
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 banking relationships across the company, using a proactive and disciplined approach to grow balances. You help acquire new clients by soliciting referrals and developing internal and external sources. The role focuses on taking care of customers and employees, building lasting relationships, providing tailored financial education and advice, and supporting Chase’s commitment to diversity and inclusion. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies candidates. The role also requires NMLS registration under the SAFE Act, with successful registration immediately after starting and timely annual renewal and updates thereafter.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least one 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, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable 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 requirements.
- High school degree, GED, or foreign equivalent.
- Adherence to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable Loan Originator qualification requirements, including review of criminal conviction history, credit report, and NMLS information.
- NMLS registration under the SAFE Act, including registration or updating existing registration after starting, and timely annual renewal and required updates.
- A 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 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 clients receive 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 clients access accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by actively soliciting referrals and developing internal and external sources.
- Manage client banking relationships across the company and take a proactive, disciplined approach to growing balances.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
