Private Client Banker - East 57th and Regal Branch - Spokane, WA

JPMorgan Chase & Co. • Spokane, WA

18d • $20 - $28 • 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 branch customers. You manage their complete banking relationship across the company, using a proactive and disciplined approach to grow balances. You help acquire new clients by soliciting referrals and developing internal and external sources. The role focuses on building lasting relationships, providing education and advice tailored to customers’ financial needs, and helping customers make the most of their money.

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 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses; alternatively, successfully complete these within 180 days of starting the role.
• Compliance with the Dodd Frank/Truth in Lending Act qualification 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.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, and comply with annual renewal and required updates.
• Employment is contingent on meeting applicable Dodd Frank/Truth in Lending Act and SAFE Act requirements, including JPMC review of relevant background and NMLS information.

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 soliciting referrals and developing internal and external sources.
• Manage client banking relationships across the company and proactively grow balances.

What This Job Offers

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