Private Client Banker, San Antonio East Market, San Antonio, TX

JPMorganChase • San Antonio, TX

2d

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 also help acquire new clients by soliciting referrals and developing internal and external sources.

The role involves sharing the value of Chase Private Client with eligible clients, taking an advice-based approach to understanding their needs, and connecting customers with specialists for financial needs beyond banking. You help clients access self-service options for their accounts and adhere to banking policies, procedures, and regulatory requirements. This position is subject to Dodd-Frank/Truth in Lending Act Loan Originator requirements and requires NMLS registration under the SAFE Act.

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 generating revenue.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including a review of criminal conviction history, credit report, NMLS information, and other relevant information.
• No felony conviction within the last seven years.
• Register with or update the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, and complete required annual renewals and updates.
• Beginning October 1, 2018, candidates not already registered must pass the Securities Industry Essentials exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete these requirements within 180 days of starting.

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 using 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 their financial needs.
• Help clients access their accounts conveniently 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
• Career Level: Mid Level
• Education Level: High school or GED