Private Client Banker - Downtown Boston Area - Boston, MA

JPMorganChase • Boston, MA

2d • Onsite

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 and other branch customers. You manage their complete banking relationship across the company using a proactive, disciplined approach to grow their balances and help acquire new clients through referrals and internal and external sources. The role focuses on helping customers make the most of their money through education and advice tailored to their financial needs, while building lasting relationships and providing a welcoming, valued experience.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates. Employment also requires NMLS registration under the SAFE Act, successful registration immediately after starting, and timely annual renewal and updates.

Requirements

• At least 1 year of Branch Banking Banker experience or equivalent financial-services experience.
• Verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• High school degree, GED, or foreign equivalent.
• Beginning October 1, 2018, candidates not already registered must pass 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 Dodd Frank/Truth in Lending Act qualification requirements, including applicable Loan Originator requirements.
• NMLS registration under the SAFE Act, or an update to an existing registration, immediately after starting; continued employment requires compliance with registration, annual renewal, and update requirements.
• Ability to work branch hours, including weekends and some evenings.

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 client 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 experts for specialized financial needs.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

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