Private client Banker - Thornton/Westminster/Broomfield CO - CO METRO NORTHWEST

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, utilizing a proactive and disciplined approach to generate growth in 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 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 with 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.

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, cultivating and maintaining customer relationships, 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.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and any other relevant information. 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. Upon employment, you must register or update your existing registration to reflect your role at JPMorgan Chase. Compliance with the SAFE Act, including annual renewal, is mandatory.

Benefits

We offer a competitive total rewards package including base salary, commission-based pay, and 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. 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 their financial needs.