Private Client Banker - KC Central Market - Kansas City, MO

JPMorganChase • Kansas City, KS

7d • Onsite

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, disciplined, advice-based approach to grow balances and ensure clients receive products and services suited to their needs. You also help acquire new clients by soliciting referrals and developing internal and external sources.

The role includes connecting clients with specialists for financial needs, helping them use self-service banking options, and complying with applicable policies, procedures, and regulatory requirements. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualifications and requires NMLS registration under the SAFE Act. Continued employment depends on meeting these requirements, including registration and timely renewals and updates.

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, 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, including JPMC review of relevant background and financial information.
• Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, after starting employment; complete annual renewals and required updates.
• High school degree, GED, or foreign equivalent.
• Adhere to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

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 their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

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