Private Client Banker - Lake Worth Lake Ave - Lake Worth, FL

JPMorganChase•Lake Worth, FL

1d•Onsite

About The Position

As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by delivering attentive, welcoming 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 appropriate products and services, and connect clients with experts for specialized financial needs. You also help acquire new clients through referrals and internal and external sources. The role requires compliance with banking policies, procedures, regulatory requirements, and risk obligations. It is subject to Dodd Frank/Truth in Lending Act loan-originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on satisfying applicable screening, registration, renewal, and compliance requirements. Unlicensed applicants must obtain required securities and insurance licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

Requirements

At least 1 year of branch banking banker experience, or equivalent financial services sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
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 provide a consistent client experience.
Ability to work branch hours, including weekends and some evenings.
Ability to operate within established risk parameters and meet risk and compliance obligations, including completing 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 are minimum requirements. Applicants who do not already hold the required licenses must obtain them through JPMC’s licensing program within 180 days of hire.
Must satisfy Dodd Frank/Truth in Lending Act loan-originator qualification requirements, including the employer’s review of criminal conviction history, credit report, NMLS information, and other relevant information; felony convictions within the past seven years disqualify applicants.
Must register with or update registration in the Nationwide Mortgage Licensing System and Registry (NMLS) under the SAFE Act upon active employment, and complete timely annual renewals and required updates.

Nice To Haves

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

Responsibilities

Deliver attentive, friendly service and create a welcoming environment for clients.
Explain the value of Chase Private Client to eligible clients.
Manage assigned clients and their banking relationships using an advice-based approach, recommending products and services suited to their financial needs.
Communicate clearly and consultatively, ask questions, listen, anticipate client needs, and build trust.
Educate clients about and connect them to digital banking options, including the Chase Mobile App, Chase.com, and ATMs.
Learn banking products, services, and procedures quickly and accurately; collaborate with experts and connect clients with them for specialized financial needs.
Follow policies, procedures, and regulatory banking requirements.
Acquire new clients by soliciting referrals and developing internal and external sources.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
Complete applicable NMLS registration or updates, annual renewals, and required updates under the SAFE Act.