Private Client Banker - Tyler Branch - Tyler, TX.

JPMorganChase • Tyler, TX

1d • Onsite

About The Position

The Private Client Banker is the main point of contact for a select group of Chase affluent clients, as well as other branch customers. The role manages clients’ banking relationships across the company using a proactive, advice-based approach to grow balances and match customers with suitable products and services. The banker also helps acquire new clients through referrals and internal and external sources, and supports Chase’s goal of helping customers make the most of their money through tailored education and advice.

This position is based at the Tyler Branch in Tyler, Texas. It requires compliance with banking policies and regulatory requirements, including requirements under the Dodd-Frank/Truth in Lending Act and the SAFE Act. Continued employment is contingent on applicable background and credit review, NMLS registration, and compliance with relevant licensing and registration 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, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required, or must be successfully completed within 180 days of starting the role.
• Compliance with Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, including financial responsibility, good character, and general fitness determinations.
• National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act, or updating an existing registration, immediately after starting; continued employment also requires timely annual renewal and required updates.
• 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.

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, 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 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.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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