Private Client Banker - Stony Creek and Whittaker - Ypsilanti, MI

JPMorgan Chase & Co. • Ypsilanti Charter Township, MI

2d

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 relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You help acquire new clients by actively soliciting referrals and developing internal and external sources.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies candidates. Continued employment depends on compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and the SAFE Act, including NMLS registration immediately after starting and timely annual renewals and required updates.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 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 already registered, complete the Securities Industry Essential (SIE) exam, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Adhere to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) as required under the SAFE Act, and complete annual renewals and required updates.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; an offer is contingent on review of relevant background and financial information, and a felony conviction within the last seven years disqualifies candidates.

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 using an advice-based approach to 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 specialists for their financial needs.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Solicit referrals and develop internal and external sources to acquire new clients.

What This Job Offers

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