Private Client Banker - Gaithersburg Square Branch - Gaithersburg, Maryland
About The Position
As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by delivering welcoming, attentive service and banking solutions to affluent clients and other branch clients. You manage clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to recommend suitable products and services, deepen relationships, and grow balances. You also help acquire new clients by soliciting referrals and developing internal and external sources. The position requires adherence to banking policies, procedures, regulations, risk and compliance requirements, and applicable loan-originator and NMLS/SAFE Act requirements. Employment is contingent on meeting the stated Dodd Frank/Truth in Lending Act qualification requirements, including review of relevant background information, and on registration or updating registration with NMLS immediately after the start date and completing subsequent renewals and updates.
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 sales experience, with proven 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 the ability to tailor product and service features and benefits to clients with differing needs.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to operate within established risk parameters and meet risk and compliance obligations, including completing required training.
- High school degree, GED, or foreign equivalent.
- SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain the licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
- Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the stated background review; felony convictions within the last seven years disqualify applicants.
- NMLS registration or an update to existing registration immediately after the start date, with continued compliance including timely annual renewal and required updates.
- Ability to work branch hours, including weekends and some evenings.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment; share the value of Chase Private Client with eligible clients.
- Manage assigned clients and their banking relationships using an advice-based approach to recommend products and services suited to their financial needs.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand, anticipate client needs, and build trust.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult on banking solutions and connect clients with experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
- Work branch hours, including weekends and some evenings.
- Register with or update registration in NMLS as required under the SAFE Act, and complete annual renewals and required updates.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
