Private Client Banker - Greater Kansas Market - Topeka, KS

JPMorgan Chase & Co. • Topeka, KS

3d

About The Position

The Private Client Banker in Branch Banking is the main point of contact for a select group of Chase’s affluent clients, as well as other branch customers. The role manages clients’ complete banking relationships across the company through a proactive, disciplined, advice-based approach, with the goal of growing balances and matching clients with products and services that meet their financial needs. The banker helps acquire new clients by soliciting referrals and developing internal and external sources, and supports Chase’s Customer Promise by providing tailored education and advice. The position also requires compliance with banking policies, procedures, and regulatory requirements, including applicable loan-originator and NMLS/SAFE Act requirements.

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.
• If not already registered, complete the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
• 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.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting, and maintain registration through annual renewal and required updates.
• Meet JPMC’s financial responsibility, good character, and general fitness requirements for the position; 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 specialized financial needs.
• Help clients access 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 through referrals and the development of internal and external sources.
• Generate growth in client balances through proactive relationship management.

What This Job Offers

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