Private Client Banker - Lakewood Ranch and State Rd 70 - Bradenton, Fl

JPMorgan Chase & Co. • Lakewood Ranch, FL

1d • 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 generate growth in their balances. You help acquire new clients by soliciting referrals and developing internal and external sources.

The role focuses on delivering Chase’s Customer Promise by helping customers make the most of their money through tailored education and financial advice, building lasting relationships, exceeding expectations, and supporting diversity and inclusion. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment depends on compliance with these requirements, including registration after the start date and timely annual renewals 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 or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not currently registered, obtain the Securities Industry Essentials (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.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; an employment offer is contingent on 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 (NMLS) under the SAFE Act after starting employment, 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 each client receives 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 accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.

What This Job Offers

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