Private Client Banker - Cicero, NY

JPMorganChase • Cicero, NY

1d • 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 relationships across the company, using a proactive and disciplined approach to grow balances and help acquire new clients through referrals and internal and external sources. The role supports Chase’s Customer Promise by providing education and advice tailored to customers’ financial needs and building lasting relationships grounded in doing the right thing, exceeding expectations, and inclusion.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and fitness. A felony conviction within the last seven years disqualifies candidates. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on timely registration, renewals, and 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 experience or equivalent financial-services experience, with verifiable success in new-client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• High school degree, GED, or foreign equivalent.
• Beginning October 1, 2018, candidates not already 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.
• Comply with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including applicable review of criminal conviction history, credit report, and NMLS information.
• Register on NMLS or update an existing registration as necessary upon employment, and comply with SAFE Act registration, annual renewal, and update requirements.
• Ability to work branch hours, including weekends and some evenings.
• Adhere to policies, procedures, and regulatory banking requirements.

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 using 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 experts for specialized financial needs.
• Make clients’ lives more convenient by sharing and setting up self-service account access available 24 hours a day, seven days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Manage clients’ complete banking relationships across the company and proactively grow their balances.

What This Job Offers

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