Private Client Banker - NW St Louis Market - Ellisville, MO

JPMorgan Chase & Co. • Ellisville, MO

5h • Onsite

About The Position

The Private Client Banker in Branch Banking is the primary point of contact for a select group of Chase Private Client customers and other branch customers. The role manages clients’ banking relationships across the company through a proactive, advice-based approach, helping grow balances and matching customers with products and services that suit their financial needs. The banker also helps acquire new clients by soliciting referrals and developing internal and external sources.

The position partners with specialists, including Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, to connect customers with expertise for specialized financial needs. It also helps clients use self-service banking options available 24/7 and requires compliance with applicable banking policies, procedures, and regulations. This role is subject to Dodd-Frank/Truth in Lending Act loan-originator requirements 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 experience 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, or successfully complete them within 180 days of starting the role.
• Comply with Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, including the required review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, upon starting employment; maintain compliance with the SAFE Act, including timely annual renewal and required updates.
• 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.

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 and ensure clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialized financial expertise.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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