Private Client Banker - Uptown CO Springs - Colorado Springs, CO

JPMorganChase • Colorado Springs, CO

6d • 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 and other branch customers. You manage their banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and connect clients with products and services suited to their needs. You also help acquire new clients by soliciting referrals and developing internal and external sources.

The role requires adherence to banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act requirements for Loan Originators, including a review of criminal conviction history, credit report, NMLS information, and other relevant information. The position requires NMLS registration under the SAFE Act, with registration or updates completed upon active employment and ongoing compliance with renewals and updates.

Requirements

• 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.
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• High school degree, GED, or foreign equivalent.
• Beginning October 1, 2018, candidates who are not currently registered must 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.
• Compliance with Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including a satisfactory review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates from consideration.
• NMLS registration under the SAFE Act of 2008, or an update to existing registration, upon active employment; continued employment requires timely annual renewal and required updates.
• 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.
• 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, 7 days a week.
• 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