Private Client Banker - North Murfreesboro - Murfreesboro, TN

About the role

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. At Chase, you will 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 Chase’s affluent clients as well as other customers in the branch. You will manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances and acquire new clients through referrals and internal/external sources.

Responsibilities

• Share the value of Chase Private Client with clients who 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 for specialized financial needs.
• Make clients’ lives more convenient by sharing and setting up self‑service options to access their accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Required qualifications, capabilities, and skills

• 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 Essentials (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 requirements.
• High school diploma, 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 to a long‑term career with the firm.
• Understanding of Dodd‑Frank/Truth in Lending Act requirements for Loan Originators.

Compliance and legal requirements

This position is subject to Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination that you demonstrate financial responsibility, good character, and general fitness for the position. A felony conviction within the last seven years will disqualify you from consideration.

Employment is also contingent upon compliance with the SAFE Act, including registration with the National Mortgage Licensing System and Registry (NMLS) upon hire, timely annual renewal, and required updates thereafter. JPMorgan Chase may transfer information you provide during the online application process to NMLS on your behalf. For more information about NMLS registration requirements, visit the NMLS website.