Private Client Banker - Red Mill Branch - Derwood, Maryland
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 to help grow balances, recommend suitable products and services, and acquire new clients through referrals and internal and external sources. You also connect clients with digital banking tools and Chase specialists for their needs, while following applicable policies, procedures, and regulatory requirements. This role requires branch-hour availability, including weekends and some evenings. It is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting applicable qualification, registration, renewal, and compliance requirements.
Requirements
- Demonstrated success acquiring and deepening client relationships through a value-added, relationship-oriented approach.
- At least 1 year of branch banking banker or equivalent financial-services sales experience, with proven success acquiring clients, deepening relationships, and generating revenue.
- Ability to create memorable client experiences.
- Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with 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 diploma, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; applicants who are not licensed must obtain licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and register with or update registration in the NMLS under the SAFE Act.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment; explain the value of Chase Private Client to eligible clients.
- Manage assigned clients and banking relationships using an advice-based approach to recommend products and services suited to their financial needs.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs while building trust.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures quickly and accurately; collaborate with and connect clients to specialists for financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
