Private Client Banker - Maryland West Market - Bethesda, Maryland

JPMorganChase • Bethesda, MD

9d • Onsite

About The Position

As a Private Client Banker in a Chase branch, you represent the company’s brand and culture by providing attentive, welcoming service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and recommend products and services suited to their financial needs. You also help acquire clients by soliciting referrals and developing internal and external sources.

The role involves building trust through consultative communication, educating clients about digital banking tools, and connecting them with specialists for more complex financial needs. You must learn and follow banking products, services, procedures, policies, and regulatory requirements. The position is subject to Dodd-Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE 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 financial services sales experience, with success acquiring clients, deepening relationships, and generating revenue.
• Excellent in-person and telephone communication skills, including the ability to tailor 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 operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Ability to work branch hours, including weekends and some evenings.
• Must satisfy Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• Must register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting, and comply with annual renewal and update requirements.

Nice To Haves

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

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment for clients.
• Share the value of Chase Private Client with eligible clients.
• Manage assigned clients and their banking relationships using an advice-based approach to recommend appropriate products and services.
• Solicit referrals and develop internal and external sources to acquire new clients.
• Communicate clearly and consultatively to understand clients’ needs, build trust, and anticipate their needs.
• Educate clients about technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult effectively with clients.
• Collaborate with and connect clients to experts for specialized financial needs.
• Adhere to policies, procedures, regulatory banking requirements, and risk and compliance obligations.

What This Job Offers

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