Private Client Banker - Lake Worth Lake Ave - Lake Worth, FL

JPMorgan Chase & Co. • Lake Worth, TX

1d • Onsite

About The Position

As a Private Client Banker in a Chase branch, you represent the company’s brand and culture by delivering welcoming, attentive service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company with a proactive, disciplined, advice-based approach to grow balances, recommend suitable products and services, acquire new clients through referrals and internal and external sources, and connect clients with specialists for more complex financial needs. The role also involves helping clients use Chase digital and ATM services and following banking policies, procedures, and regulatory requirements.

The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment is contingent on meeting the applicable qualification, registration, renewal, and compliance requirements. Applicants must obtain required securities and insurance licenses through JPMC’s licensing program within 180 days of hire if not already licensed.

Requirements

• Demonstrated success acquiring and deepening client relationships with a value-added, relationship-oriented approach.
• At least 1 year of branch banking banker or equivalent financial-services sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
• Ability to create memorable client experiences.
• Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to meet internal and external risk and compliance obligations, including completing required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements; employment offer is contingent on JPMC review of relevant background and financial-responsibility information.
• Register with or update the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, and complete required annual renewals and updates.

Nice To Haves

• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment; share the value of Chase Private Client with eligible clients.
• Manage assigned clients and their banking relationships using an advice-based approach to recommend products and services suited to their financial needs.
• Communicate consultatively, ask questions, listen, anticipate client needs, and build trust.
• Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures, consult with clients about banking solutions, and connect them with specialists when needed.
• Follow policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Operate within established risk parameters and meet risk, compliance, and required training obligations.

What This Job Offers

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