Private Client Banker - Brooklyn West - Brooklyn, NY

JPMorganChase • Brooklyn, NY

4d • Onsite

About The Position

As a Private Client Banker in a Chase branch, you represent Chase’s brand and culture by delivering attentive, welcoming service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company using a proactive, advice-based approach, with the goal of meeting their financial needs and growing their balances. You also help acquire new clients through referrals and internal and external sources.

The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment depends on meeting applicable registration, renewal, and compliance requirements.

Requirements

• At least 1 year of branch banking banker experience or equivalent financial-services sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Excellent in-person and telephone communication skills, including the ability to tailor product and service information to clients’ differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain the required licenses through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the required employment review.
• Register with or update registration in NMLS under the SAFE Act immediately after starting, and complete required annual renewals and updates.

Nice To Haves

• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment for clients.
• Explain the value of Chase Private Client to eligible clients.
• Manage assigned clients and their banking relationships using an advice-based approach to recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening to understand client needs, anticipate them, and build trust.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively on banking solutions and connect clients with experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.

What This Job Offers

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