Private Client Banker - West Palm Bay - Palm Bay , FL(New Build)

JPMorganChase • Palm Bay, FL

2d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the primary contact for a select group of Chase Private Client customers and other branch customers. You manage their banking relationships across the company using a proactive, advice-based approach to grow balances and help clients find products and services suited to their financial needs. You also help acquire new clients through referrals and internal and external sources. The role supports Chase’s Customer Promise by helping people make the most of their money through tailored education and advice, while building lasting relationships and creating a welcoming, inclusive customer experience.

The position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment offers are contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. Continued employment depends on compliance with applicable requirements, including timely NMLS registration, annual renewal, 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 experience or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not already registered, Securities Industry Essential (SIE) exam, FINRA Series 6 or 7, applicable state registration (including 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, including applicable Loan Originator 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.
• NMLS registration under the SAFE Act, with registration or update required upon active employment and continued compliance with registration, renewal, and update requirements.
• Employment is contingent on JPMC’s 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.

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 client banking relationships through an advice-based approach and ensure clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for 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.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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