Private Client Banker - Tanasbourne Branch - Hillsboro, OR

JPMorganChase • Hillsboro, OR

12d • Onsite

About The Position

The Private Client Banker is the main point of contact for a select group of Chase’s affluent clients, as well as other branch customers. The role manages clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and provide products and services tailored to customers’ financial needs. The banker also helps acquire new clients by soliciting referrals and developing internal and external sources, and supports Chase’s Customer Promise through education and financial advice.

The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies a candidate. Continued employment depends on compliance with the Truth in Lending Act/Dodd-Frank requirements and the SAFE Act, including NMLS registration or updating registration after starting, annual renewal, and required 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 experience or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Beginning October 1, 2018, candidates not currently registered must 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.
• Compliance with Dodd-Frank/Truth in Lending Act requirements, including required Loan Originator qualification and NMLS registration under the SAFE Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• A felony conviction within the last seven years disqualifies candidates from consideration.

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.
• 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 experts for specialized financial needs.
• 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.

What This Job Offers

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