Private Client Banker - Bell and Thompson Peak - Scottsdale, AZ

JPMorgan Chase & Co. • Scottsdale, AZ

5d • 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 their complete banking relationship across the company, using a proactive and disciplined approach to grow their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources.

The role involves providing advice tailored to clients’ financial needs, connecting them with specialists, and helping them access convenient self-service banking options. It requires adherence to applicable policies, procedures, and regulatory requirements, as well as compliance with the Dodd Frank/Truth in Lending Act and SAFE Act NMLS registration requirements.

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, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required, or must be successfully completed 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.
• National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008, or an update to an existing registration, and compliance with applicable ongoing renewal and update requirements.

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 using 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 experts for specialized financial needs.
• Help clients access their accounts 24 hours a day, 7 days a week by sharing and setting up self-service options.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Complete or maintain required securities and insurance registrations and licenses within the stated timeframe, if applicable.
• Register with or update the National Mortgage Licensing System and Registry as required under the SAFE Act, and meet ongoing renewal and update requirements.

What This Job Offers

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