Private Client Banker - Frankford Crossing - Dallas, Tx.
About the role
You have a passion for taking care of customers and employees, making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and demonstrating a strong commitment to diversity and inclusion. 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 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.
Responsibilities
- Share the value of Chase Private Client with clients that may be eligible
- Actively manage banking relationships through an advice-based approach, ensuring each client receives the best products and services for their needs
- Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Make clients' lives more convenient by sharing and setting up self-service options to access their accounts 24 hours a day / 7 days a week
- Adhere to policies, procedures, and regulatory banking requirements
Requirements
- Demonstrated success using a value-added, relationship-oriented 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 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
- Ability to work branch hours, including weekends and some evenings
Preferred Qualifications
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment to a long-term career with the firm
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other relevant information to determine financial responsibility, good character, and general fitness. Any felony conviction within the last seven years will disqualify you. Continued employment requires compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and NMLS registration under the SAFE Act of 2008.
Benefits
We offer a competitive total rewards package including base salary, commission-based pay, and/or discretionary incentive compensation. Benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We recognize that our people are our strength, and the diverse talents they bring to our global workforce are directly linked to our success.