Private Client Banker - Mentor Shore - Mentor on the Lake, OH

JPMorgan Chase & Co. • Mentor-on-the-Lake, OH

7d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you serve as the main point of contact for a select group of Chase’s affluent clients as well as other branch customers. You manage clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to meet their needs and grow balances. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role includes connecting customers with specialists for more complex financial needs, helping clients use convenient self-service account options, and complying with banking policies and regulations.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting the applicable qualification, registration, renewal, and update requirements. The role requires working branch hours, including weekends and some evenings.

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, pass the Securities Industry Essentials (SIE) exam, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including the employer’s review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting employment, and complete required annual renewal and updates.
• 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.

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 through an advice-based approach, ensuring each client receives 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, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Manage client banking relationships across the company and proactively generate growth in balances.

What This Job Offers

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