Private Client Banker SB - North Druid Hills - Atlanta, GA
About The Position
As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company, taking a proactive, advice-based approach to meet their financial needs and grow their balances. You also help acquire new clients through referrals and internal and external sources. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting applicable qualification and registration requirements, including successful registration immediately after starting and timely annual renewal and updates.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least 1 year of branch banking as a banker or equivalent financial services sales experience, with success acquiring new 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 different needs.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to operate within established risk parameters and meet 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 required licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
- Ability to work branch hours, including weekends and some evenings.
- Must meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
- Must register on NMLS or update an existing registration upon active employment, and comply with the SAFE Act, including successful registration immediately after the start date and timely annual renewal and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Deliver attentive, friendly service and create a welcoming client experience; 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 and anticipate clients’ needs.
- Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures and connect clients with specialized experts when needed.
- Follow policies, procedures, and regulatory banking requirements.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
- Obtain or update NMLS registration as required under the SAFE Act and comply with registration, renewal, and update requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
