Private Client Banker - Punta Gorda - Punta Gorda, FL

JPMorgan Chase & Co. • Punta Gorda, FL

19d • 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 complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You also help acquire new clients by actively soliciting referrals and developing internal and external sources.

The role involves providing education and advice tailored to customers’ financial needs and helping clients make the most of their money. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on compliance with these requirements, including registration, renewal, and required 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 or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Beginning October 1, 2018, candidates not already registered must pass the Securities Industry Essential (SIE) exam, FINRA Series 6 or 7, applicable state registration (including 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 qualification 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 NMLS registration requirements under the SAFE Act, including registration or updating registration after starting, annual renewal, and required updates.
• Employment is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and general fitness; 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 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 suitable products and services.
• 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.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Generate growth in client balances through a proactive and disciplined relationship-management approach.

What This Job Offers

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