Private Client Banker - Congress Avenue -North Palm Beach, FL

JPMorgan Chase & Co. • West Palm Beach, FL

4h • Onsite

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

The role focuses on helping customers feel welcomed and valued by building lasting relationships, providing education and advice tailored to their financial needs, and helping them make the most of their money. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act of 2008. Continued employment depends on compliance with these requirements, including registration and timely renewals 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 Banker or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not currently registered, pass the Securities Industry Essential (SIE) exam, FINRA Series 6/7, required state registration (including 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act requirements for Loan Originators.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Meet the position’s NMLS registration requirements under the SAFE Act of 2008, including registration or updating an existing registration after starting, and timely completion of annual renewal and required updates.
• Employment is contingent on JPMC 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.

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, seven days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by actively soliciting referrals and developing internal and external sources.
• Generate growth in client balances through a proactive and disciplined approach.

What This Job Offers

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