Private Client Banker - Baymeadows Village (New Build) - Jacksonville, FL

JPMorgan Chase Bank, N.A.; Jacksonville (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

A leading financial services firm seeks a Private Client Banker to manage affluent client relationships and provide tailored banking solutions. The role involves actively acquiring new clients, managing complex financial needs, and adhering to regulatory requirements. The successful candidate will emphasize relationship management and have a strong commitment to customer service in a diverse and inclusive team environment.

Benefits

Comprehensive health benefits

Retirement plans

Discretionary incentives

Various employee support programs

Qualifications

• At least 1+ year of experience in Branch Banking or equivalent in financial services.
• Compliance with Dodd-Frank and relevant licensing requirements.
• Experience working with affluent clients is preferred.

Responsibilities

• Manage client banking relationships with a proactive approach.
• Actively solicit referrals and develop sources for new clients.
• Partner with specialists to meet clients' specialized financial needs.

Skills

Relationship Management

Client Acquisition

Revenue Generation

Education

High School Diploma or GED

College Degree

Job description

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.

Here at Chase, you will have the opportunity to 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 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, 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. Job responsibilities:

1. Share the value of Chase Private Client with clients that may be eligible.
2. Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
3. 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.
4. Make clients' lives more convenient by sharing and setting up self-service options to access their accounts 24/7.
5. Adhere to policies, procedures, and regulatory banking requirements.

Required qualifications, capabilities, and skills:

1. Proven success using a relationship-oriented approach to acquire and deepen client relationships.
2. At least 1+ year of experience in Branch Banking or equivalent in financial services, with success in client acquisition, relationship cultivation, and revenue generation.
3. Beginning October 1, 2018, candidates must have or obtain the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses within 180 days of starting.
4. Compliance with Dodd-Frank / Truth in Lending Act.
5. High school diploma, GED, or foreign equivalent.

Preferred qualifications, capabilities, and skills:

1. College degree or military experience.
2. Experience working with affluent clients.
3. Strong team orientation and 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. Employment offers are contingent upon review of criminal history, credit report, NMLS information, and other relevant data demonstrating financial responsibility and good character. A felony conviction within the last seven years will disqualify applicants.

Continued employment depends on compliance with the SAFE Act registration, which must be completed immediately upon employment, along with annual renewals. Information obtained during registration may impact employment status. Applicants' data may be transferred to NMLS during the application process. Please review your information for accuracy before submitting.

Further details about NMLS registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx

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 products. Our mission is to create engaged, lifelong relationships and put our customers at the center of everything we do.

We offer a competitive total rewards package, including base salary, potential commissions, discretionary incentives, comprehensive health benefits, retirement plans, and various employee support programs. We value diversity and are committed to an inclusive workplace, providing accommodations for religious practices, disabilities, and other needs. We are an equal opportunity employer and do not discriminate based on protected attributes.