Private Client Banker - Canton 30th St - Canton, OH

JPMorganChase • Canton, OH

1d • Onsite

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 grow balances, recommend suitable products and services, and connect clients with experts for specialized financial needs. You also help acquire new clients through referrals and internal and external sources.

The role is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment depends on meeting these requirements, including required registration, renewals, and updates. An employment offer is contingent on JPMorganChase’s review of relevant background and financial information.

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.
• Excellent in-person and telephone communication skills, including tailoring 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 work branch hours, including weekends and some evenings.
• 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.
• Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and register or update registration in NMLS under the SAFE Act. Continued employment is contingent on compliance, including successful registration after starting, annual renewal, and timely updates.
• An employment offer is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.

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.
• Explain the value of Chase Private Client to eligible clients.
• Manage assigned clients and banking relationships using an advice-based approach, recommending products and services suited to their financial needs.
• Communicate consultatively, ask questions, listen to understand client needs, and build trust.
• Help clients use technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively and connect clients with experts for specialized 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 completing required training.

What This Job Offers

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