Private Client Banker - Sunset and Old Coachman - Clearwater, FL
About The Position
The Private Client Banker in Branch Banking is the main point of contact for a select group of Chase 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, acquire new clients, and connect customers with suitable products, services, and financial specialists. The banker helps clients make the most of their money through tailored education and advice, and supports Chase’s commitment to welcoming and valuing customers and employees, building lasting relationships, exceeding expectations, and promoting diversity and inclusion. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and fitness. A felony conviction within the last seven years disqualifies candidates. The role also requires NMLS registration under the SAFE Act, with registration or an update required upon active employment, as well as annual renewal and timely updates thereafter.
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 registration (including Series 63 or 66 if required), and Life licenses, or complete these successfully 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 Loan Originator qualification requirements, including the applicable JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
- Register with or update the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, 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 products and services suited to their needs.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for financial needs.
- Help clients use self-service options to access their accounts 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
