Private Client Banker - Providence and Bloomingdale - Riverview FL
Private Client Banker - Providence and Bloomingdale - Riverview FL
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1 Vacancy
Job Description
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships doing the right thing exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase you will have the opportunity to help people experience our Customer Promise helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking you are the main point of contact for a select group of Chases affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
- Shares the value of Chase Private Client with clients that may be eligible
- Actively manages their banking relationship through an advicebased approach ensuring each client receives the best products and services for their needs
- Partners with Specialists (Private Client Advisors Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Makes lives of clients more convenient by sharing and setting up selfservice options to access their accounts 24 hours a day/ 7 days a week
- Adheres to policies procedures and regulatory banking requirements
Required qualifications capabilities and skills
- Demonstrated success using a valueadded relationshiporiented approach to acquire and deepen client relationships
- 1 year Branch Banking Banker or equivalent experience in financial services with verifiable success in new client acquisition cultivating and maintaining customer relationships and revenue generation
- Beginning Oct. 1 2018 if you are not currently registered the Securities Industry Essential (SIE) exam FINRA Series 6/7 state registration (including 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*
- 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
Preferred qualifications capabilities and skills
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of longterm career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such an employment offer for this position is contingent on JPMCs review of your criminal conviction history credit report information available through NMLS and any other information relevant to a determination by JPMC that you demonstrate financial responsibility good character and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such upon active employment with JPMorgan Chase you will be required to either register on NMLS or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act including successful registration immediately after your start date and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration update and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase online application process may be transferred on your behalf to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record if applicable before submitting. Further information about NMLS and registration requirements of registration can be found at:
Employment Type
Full-Time
Key Skills
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