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

JPMorganChase • 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 clients’ complete banking relationships across the company, using a proactive, disciplined approach to grow their balances and acquiring new clients through referrals and internal and external sources. The role focuses on helping people make the most of their money through education and advice tailored to their financial needs, while building lasting relationships and delivering a welcoming, valued customer experience.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants. Continued employment is contingent on compliance with applicable Loan Originator requirements and the SAFE Act, including NMLS registration or updating an existing 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 one year of Branch Banking Banker experience or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not currently registered, 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.
• Comply with Dodd Frank/Truth in Lending Act requirements, including applicable Loan Originator qualification requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) as required, and comply with SAFE Act registration, renewal, and update requirements.
• Have a criminal conviction history, credit report, NMLS information, and other relevant information reviewed by JPMorgan Chase as part of the contingent employment offer; a felony conviction within the last seven years disqualifies applicants.

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 through an advice-based approach, ensuring clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for their 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.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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