Private Client Banker - Highlands Ranch - Highlands Ranch, CO

JPMorganChase • Highlands Ranch, CO

3d • 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 will manage their complete banking relationship across the company, using a proactive and disciplined approach to grow their balances and help acquire new clients by soliciting referrals and developing internal and external sources. The role focuses on helping customers 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 employment 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 depends on compliance with the Truth in Lending Act/Dodd Frank requirements and the SAFE Act, including NMLS registration immediately after starting and timely annual renewal 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 experience or equivalent experience in financial services, 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 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.
• High school degree, GED, or foreign equivalent.
• Adhere to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Meet applicable Loan Originator qualification requirements, including review of criminal conviction history, credit report, and NMLS information.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) as required under the SAFE Act, and complete annual renewals and required updates.

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 suitable products and services for their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
• Help make clients’ lives more convenient by sharing and setting up self-service options for account access 24 hours a day, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Proactively manage client relationships and grow balances across their complete banking relationship.

What This Job Offers

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