Private Client Banker - Willo Plaza - Willoughby, OH

JPMorgan Chase & Co. • Willoughby, OH

6d • 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 as well as other customers in the branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to grow balances. You help acquire new clients by soliciting referrals and developing 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. You share the value of Chase Private Client, manage relationships through an advice-based approach, connect customers with specialists for complex financial needs, and help them use self-service banking options. The role requires compliance with banking policies, procedures, and regulatory requirements, including applicable loan-originator and NMLS/SAFE Act requirements.

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 already registered, 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 the role.
• Comply with Dodd Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Adhere to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the employer’s review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with the National Mortgage Licensing System and Registry (NMLS) or update an existing registration upon active employment, and comply with SAFE Act registration, annual renewal, and update requirements.

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, ensuring 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 accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Proactively manage client relationships to generate growth in balances.

What This Job Offers

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