Private Client Banker - Bethany Village Branch - Portland, OR

JPMorganChase • Portland, OR

8d • 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 relationships across the company, using a proactive and disciplined approach to generate growth in their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role is grounded in building lasting relationships, providing advice and education tailored to customers’ financial needs, and helping customers make the most of their money.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant information to assess financial responsibility, good character, and general fitness. A felony conviction within the last seven years will disqualify candidates. The role requires NMLS registration under the SAFE Act, with successful registration immediately after starting, plus timely annual renewal and required updates. Continued employment is contingent on compliance with these 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 experience or equivalent experience in financial services, 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; these must be successfully completed within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act requirements for Loan Originators, including financial responsibility, good character, and general fitness requirements.
• High school degree, GED, or foreign equivalent.
• Comply with policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Obtain and maintain NMLS registration under the SAFE Act, including successful registration immediately after the start date and 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.
• Actively manage banking relationships through an advice-based approach, ensuring each client receives 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.
• Make banking more convenient by sharing and setting up self-service options that provide account access 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.
• Manage clients’ complete banking relationships across the company and work to grow their balances.

What This Job Offers

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