Private Client Banker - Sunset and Old Coachman - Clearwater, FL
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 banking relationships 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 customers make the most of their money by providing education and advice tailored to their financial needs, building lasting relationships, and delivering a welcoming and valued 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. An employment offer is contingent on JPMorgan Chase's review of relevant background and financial information. Continued employment depends on meeting applicable compliance, registration, renewal, and update requirements.
Requirements
- 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.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses; if not currently registered, these must be successfully completed within 180 days of starting the role.
- High school degree, GED, or foreign equivalent.
- Compliance with Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, including the required background and financial review.
- NMLS registration under the SAFE Act, or an update to existing registration, immediately after starting; timely annual renewal and required updates thereafter.
- Ability to work branch hours, including weekends and some evenings.
- Adherence 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.
- 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 experts for specialized financial needs.
- Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, 7 days a week.
- Acquire new clients by actively soliciting referrals and developing internal and external sources.
- Adhere to policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
