Private Client Banker - Tyler Branch - Tyler, TX.

JPMorgan Chase & Co. • Tyler, TX

6h • Onsite

About The Position

The Private Client Banker is the main point of contact for a select group of Chase’s affluent clients and other branch customers. The role manages clients’ complete banking relationships across the company through a proactive, disciplined, advice-based approach, with the goal of growing balances and matching clients with products and services suited to their needs. The banker also helps acquire new clients by soliciting referrals and developing internal and external sources.

The role supports Chase’s Customer Promise by providing education and financial advice tailored to customers’ needs, connecting customers with specialists for complex financial needs, and helping clients use self-service banking options. The position is subject to applicable banking policies and regulatory requirements, including Dodd-Frank/Truth in Lending Act qualifications and 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 or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Beginning October 1, 2018, candidates not already registered must have the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting.
• Compliance with the 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.
• NMLS registration under the SAFE Act of 2008, or update an existing registration as necessary upon active employment; continued employment is contingent on compliance, including timely annual renewal and required updates.

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 and ensure clients receive products and services suited to their needs.
• 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 hours a day, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.

Benefits

• Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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