Private Client Banker - Lakewood - Lakewood, OH

JPMorgan Chase & Co. • Lakewood, OH

4h • Onsite

About The Position

As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company, using a proactive, advice-based approach to grow balances, recommend suitable products and services, and acquire new clients through referrals and internal and external sources. You also connect clients with digital banking tools and specialized financial experts, while following applicable policies, procedures, and regulatory requirements.

The position requires applicable securities and insurance licenses, as well as NMLS registration under the SAFE Act. Applicants who do not already hold required licenses must obtain them through JPMC’s licensing program within 180 days of hire. Employment is subject to applicable loan-originator qualification requirements and ongoing regulatory compliance.

Requirements

• Demonstrated success acquiring and deepening client relationships using a value-added, relationship-oriented approach.
• At least 1 year of branch banking banker experience or equivalent financial services sales experience, with success acquiring clients, deepening relationships, and generating revenue.
• Ability to create memorable client experiences and elevate the client experience.
• Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail and consistency.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain required licenses through JPMC's licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Compliance with Dodd Frank/Truth in Lending Act loan-originator qualification requirements, including the applicable financial responsibility and background review.
• NMLS registration under the SAFE Act, or an update to an existing registration, immediately after starting employment, with timely annual renewal and required updates.

Nice To Haves

• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.

Responsibilities

• Provide attentive, friendly service and a welcoming environment, exceed client expectations, and explain the value of Chase Private Client to eligible clients.
• Manage assigned clients and banking relationships through an advice-based approach, recommending products and services suited to their financial needs.
• Communicate clearly and consultatively, asking questions and listening to understand clients, anticipate needs, and build trust.
• Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to advise clients and connect them with experts for specialized financial needs.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Follow policies, procedures, and regulatory banking requirements, including risk, compliance, and required training obligations.

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: Entry Level
• Education Level: High school or GED