Private Client Banker - Ada - Ada MI
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 branch customers. You manage their complete banking relationship across the company using a proactive, disciplined, advice-based approach to grow balances and ensure clients receive products and services suited to their needs. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role involves connecting customers with specialists for their financial needs, helping clients use self-service banking options available 24 hours a day, seven days a week, and adhering to banking policies, procedures, and regulatory requirements. The position requires branch-hour availability, including weekends and some evenings, and is subject to Dodd Frank/Truth in Lending Act qualification requirements and National Mortgage Licensing System 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 or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- If not currently registered, pass the Securities Industry Essential (SIE) exam, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete these within 180 days of starting the role.
- Compliance with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
- High school degree, GED, or foreign equivalent.
- Adherence to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) upon active employment, and comply with SAFE Act registration, renewal, and update requirements.
- Employment is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies candidates.
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 and ensure clients receive suitable products and services.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists.
- Help clients access their accounts conveniently by sharing and setting up self-service options available 24/7.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Comply with Dodd Frank/Truth in Lending Act and SAFE Act requirements, including required NMLS registration and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
