Private Client Banker - West Chester - West Chester, OH

About the Role

You have a passion for taking care of our customers and employees, 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 them make the most of their money so they can make the most of their lives by providing education and advice tailored to their financial needs.

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Actively manages client banking relationships through an advice-based 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 for specialized financial needs
• Makes clients' lives more convenient by sharing and setting up self-service options for 24/7 account access
• Adheres to policies, procedures, and regulatory banking requirements
• Helps acquire new clients by actively soliciting referrals and developing internal and external sources

Qualifications

• 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 Oct. 1, 2018, required licenses: Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses – must be completed within 180 days of starting the role
• Compliance with Dodd-Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent

Skills

• Excellent communication skills
• Strong team orientation with a commitment to long-term career growth
• Ability to work branch hours, including weekends and some evenings

Preferred Qualifications

• College degree or military equivalent
• Experience cultivating relationships with affluent clients

Additional Requirements

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 details to ensure financial responsibility, good character, and general fitness for the role. Felony convictions within the last seven years will disqualify candidates. Continued employment requires compliance with Truth in Lending Act/Dodd-Frank Loan Originator requirements and NMLS registration under the SAFE Act of 2008.

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 offer a competitive total rewards package, including base salary, commission-based pay, and benefits like health care, retirement savings, and tuition reimbursement. We value diversity and inclusion and are an equal opportunity employer.

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, deposit growth, and digital solutions while ranking first in customer satisfaction.