Private Client Banker - Scottsdale Market, Phoenix, AZ

JPMorgan Chase & Co. • Phoenix, AZ

6h • 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 their complete banking relationship across the company, using a proactive and disciplined approach to grow their balances. You help acquire new clients by soliciting referrals and developing internal and external sources.

The role involves helping clients understand the value of Chase Private Client, providing advice-based banking services, connecting customers with specialists for specific financial needs, and helping clients access self-service account options around the clock. The position is subject to banking regulations, Dodd Frank/Truth in Lending Act requirements, and National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of Branch Banking Banker 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 Essential (SIE) exam, FINRA Series 6/7, applicable state registrations (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 for Loan Originators.
• 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.
• Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration as necessary, immediately after starting; complete annual renewals and required updates.
• Meet employment screening requirements relating to criminal conviction history, credit report, NMLS information, financial responsibility, good character, and general fitness. 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.
• Actively manage banking relationships through an advice-based approach, ensuring each client receives suitable products and services.
• 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, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Comply with applicable Dodd Frank/Truth in Lending Act and SAFE Act/NMLS requirements.

Benefits

• Competitive total rewards package, including base salary; eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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