Private Client Banker - Bethany Village Branch - Portland, OR

JPMorgan Chase & Co. • Portland, OR

8d • 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 manage clients’ complete banking relationships across the company, using a proactive and disciplined approach to grow their balances. You help acquire new clients by soliciting referrals and developing internal and external sources. The role provides education and advice tailored to customers’ financial needs and requires adherence to banking policies, procedures, and regulatory requirements. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act.

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, 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 requirements for Loan Originators.
• High school degree, GED, or foreign equivalent.
• 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 complete required annual renewals and updates.
• Employment is contingent on meeting applicable financial responsibility, character, fitness, and SAFE Act 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 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.
• Solicit referrals and develop internal and external sources to acquire new clients and grow client relationships.

What This Job Offers

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