Private Client Banker - Eastside North Market - Kirkland, WA and Surrounding Areas

JPMorganChase • Kirkland, WA

23h • 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 will manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

The role is focused on taking care of customers and employees, building lasting relationships, and helping people make the most of their money through education and advice tailored to their financial needs. 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 upon compliance with applicable qualification, registration, renewal, and update requirements.

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 experience in financial services, 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, 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 qualification requirements, including review of criminal conviction history, credit report, and NMLS-related information. A felony conviction within the last seven years disqualifies candidates from consideration.
• 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.
• NMLS registration under the SAFE Act, or updating an existing registration, immediately after starting; continued employment requires timely annual renewal and required updates.

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 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 around the clock by sharing and setting up self-service options.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by actively soliciting referrals and developing internal and external sources.
• Generate growth in client balances through a proactive and disciplined approach.

What This Job Offers

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