Private Client Banker - Metro Southwest - Lakewood, CO

JPMorganChase • Lakewood, CO

4d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the primary point of contact for a select group of Chase Private Clients and other branch customers. You manage their banking relationships across the company with a proactive, disciplined approach to growing balances and meeting financial needs. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role involves sharing Chase Private Client benefits, offering advice-based banking support, connecting customers with financial specialists, and helping clients access self-service banking options.

The position is subject to banking policies and regulatory requirements, including Dodd-Frank/Truth in Lending Act qualification requirements and National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment depends on meeting the applicable registration, renewal, and compliance requirements.

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 already 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.
• Meet NMLS registration requirements under the SAFE Act, including registration or updating an existing registration upon employment, and completing annual renewals and required updates.
• Employment 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 candidates.

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 using 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 conveniently access their accounts 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
• Education Level: High school or GED