Private Client Banker- Shepherd and 34th Branch-Houston ,TX
About the role
You will serve as 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 grow their balances. Additionally, 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 eligible clients
- Actively manage banking relationships through an advice-based approach, ensuring clients receive the best products and services for their needs
- Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers with experts for specialized financial needs
- Enhance client convenience by setting up self-service options for 24/7 account access
- Adhere to all policies, procedures, and regulatory banking requirements
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- 1+ year of Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, relationship cultivation, and revenue generation
- Beginning October 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 diploma, 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
Benefits
We offer a competitive total rewards package, including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements. Benefits include:
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
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 also help small businesses, nonprofits, and cities grow by delivering solutions to meet all their financial needs.
About the Team
Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth, offer the most-used digital solutions, and rank first in customer satisfaction.
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, NMLS information, and other relevant factors. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment requires compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements, including NMLS registration under the SAFE Act of 2008.