Private Client Banker - Crestwood Crossing Branch (New Build) - St Louis, MO
About The Position
As a Private Client Banker in a Chase Branch, you will represent Chase’s brand and culture by delivering welcoming, attentive service and banking solutions to affluent clients and other branch clients. You will manage clients’ banking relationships across the company using a proactive, advice-based approach to grow balances, recommend products and services, and connect clients with specialists for more complex financial needs. You will also help acquire new clients through referrals and internal and external sources, educate clients about digital banking tools, and comply with banking policies, procedures, and regulatory requirements. The position requires branch-hour availability, including weekends and some evenings. It 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 1 year of branch banking banker or equivalent financial services sales experience, with proven success acquiring clients, deepening relationships, and generating revenue.
- Ability to create memorable client experiences.
- Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
- High school degree, GED, or foreign equivalent.
- SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain the licenses through JPMC’s licensing program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the described review of criminal conviction history, credit report, and NMLS information.
- NMLS registration or updating an existing registration under the SAFE Act immediately after starting, with continued compliance including annual renewal and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment; share the value of Chase Private Client with eligible clients.
- Actively manage assigned clients and their banking relationships through an advice-based approach, recommending products and services suited to their financial needs.
- Communicate clearly and consultatively to understand clients, build trust, and anticipate their needs.
- Educate clients about technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult with clients and connect them with specialists for their financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
Benefits
- Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
