Private Client Banker - Tyler Branch - Tyler, TX.

JPMorgan Chase & Co.•Tyler, TX

1d•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 also help acquire new clients by soliciting referrals and developing internal and external sources. The role focuses on taking care of customers and employees, building lasting relationships, exceeding expectations, and supporting diversity and inclusion. You help customers make the most of their money by providing education and advice tailored to their financial needs.

Requirements

Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
At least one 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.
Beginning October 1, 2018, candidates not currently registered must 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, or successfully complete them 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.
Meet the position’s NMLS registration requirements under the SAFE Act, including registration or updating registration after starting and timely annual renewal and required updates.
Employment is contingent on meeting applicable financial responsibility, character, fitness, criminal history, credit report, and NMLS review requirements; 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 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, seven days a week.
Follow policies, procedures, and regulatory banking requirements.
Solicit referrals and develop internal and external sources to acquire new clients.
Proactively manage client relationships to generate growth in balances.

Benefits

Competitive total rewards package, including base salary based on role, experience, skill set, and location.
Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.
Reasonable accommodations for religious practices and beliefs, and mental health or physical disability needs.