Private Client Banker - Stony Creek and Whittaker - Ypsilanti, MI

JPMorganChase • Ypsilanti, MI

2d • Onsite

About The Position

As a Private Client Banker in Chase Branch Banking, you are the main point of contact for a select group of Chase affluent clients as well as other branch customers. You manage their complete banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances and connect clients with products and services suited to their financial needs. You help acquire new clients by soliciting referrals and developing internal and external sources. The role supports Chase’s Customer Promise by helping people make the most of their money through tailored education and advice, while building lasting relationships and providing a welcoming, inclusive customer experience.

This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years will disqualify candidates. Continued employment depends on compliance with applicable Loan Originator requirements and SAFE Act NMLS registration, including registration or updates after starting and timely completion of annual renewals and required updates.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least one 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, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required or must be successfully completed within 180 days of starting the role.
• Compliance with Dodd-Frank/Truth in Lending Act requirements, including applicable Loan Originator qualification requirements and SAFE Act NMLS registration.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

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.
• 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 their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Solicit referrals and develop internal and external sources to acquire new clients.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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