Private Client Banker - West Palm Bay - Palm Bay , FL(New Build)

JPMorgan Chase & Co. • West Melbourne, FL

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 banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and ensure clients receive products and services suited to their needs. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role includes connecting customers with specialists for specialized financial needs, helping clients access self-service banking options, and adhering to applicable policies, procedures, and regulatory requirements.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting applicable qualification, registration, renewal, and update requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least one 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 currently 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 these within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• 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.
• Meet applicable Loan Originator qualification requirements, including financial responsibility, good character, and general fitness; a felony conviction within the last seven years disqualifies candidates.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) after starting, and comply with annual renewal and update requirements under the SAFE Act.

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 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.
• Adhere to policies, procedures, and regulatory banking requirements.
• Solicit referrals and develop internal and external sources to acquire new clients.
• Proactively manage client relationships and balances across the company.

What This Job Offers

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