Private Client Banker - Anthem - Anthem, AZ

JPMorganChase • Anthem, AZ

2d • 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 and other branch customers. You manage their complete banking relationship across the company, using a proactive, disciplined approach to grow balances and acquire new clients through referrals and internal and external sources.

The role focuses on helping clients make the most of their money by providing education and advice tailored to their financial needs. You share the value of Chase Private Client with eligible clients, connect customers with specialists for more complex financial needs, and help clients access convenient self-service banking options. The position requires adherence to policies, procedures, and regulatory banking requirements, and includes NMLS registration under the SAFE Act and qualification requirements under the Dodd Frank/Truth in Lending Act.

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, 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 these within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, or update an existing registration as necessary; maintain compliance through timely annual renewals and updates.
• High school degree, GED, or foreign equivalent.
• Adhere to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

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 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.
• 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 use a proactive, disciplined approach to grow balances.

What This Job Offers

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