Private Client Banker - Greater Maryland Market - Fulton, Maryland
About The Position
As a Private Client Banker in a Chase branch, you represent the Chase 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 using a proactive, advice-based approach to understand their financial needs, recommend appropriate products and services, and grow their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role involves educating clients about digital banking options, collaborating with specialists on financial needs, and complying with banking policies, procedures, and regulatory requirements. Applicants must meet licensing requirements or obtain the required licenses through JPMC’s licensing program within 180 days of hire. The role also requires NMLS registration under the SAFE Act and compliance with Dodd Frank/Truth in Lending Act requirements for Loan Originators.
Requirements
- At least 1 year of branch banking banker experience or equivalent financial-services sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- Strong in-person and telephone communication skills, including tailoring product and service features and benefits to clients’ needs.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to meet risk, compliance, and training obligations.
- 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 required licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements; continued employment is contingent on ongoing compliance.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Deliver attentive, friendly service and create a welcoming client experience; share the value of Chase Private Client with eligible clients.
- Manage assigned clients and banking relationships using an advice-based approach to recommend suitable products and services.
- Communicate politely and consultatively, asking questions and listening to understand and anticipate clients’ needs.
- Educate clients about digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures to consult effectively and connect clients with specialists for more complex financial needs.
- 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 internal and external risk and compliance obligations, including required training.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
