Private Client Banker - Lincoln North Branch - Lincoln, NE

JPMorganChase; Lincoln (NE); On-site; USD 46,000 - 72,000; Full time

Job summary

JPMorganChase in Lincoln, NE seeks a Client Banker to build lasting relationships with customers and employees, delivering education and advice tailored to their financial goals. You will promote the Private Client value and coordinate with specialists to meet complex needs while ensuring compliance with regulatory requirements.

The role requires sales-oriented experience, strong communication, and the ability to work weekends or evenings as needed. Training and licensing support are provided.

Qualifications

• Value-added, relationship-based client acquisition and growth.
• 1+ year branch banking banker or equivalent in financial services.
• SIE, FINRA Series 6/7 and state registrations or Life licenses within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree or foreign equivalent.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Manage banking relationships with an advice-based approach.
• Connect clients to specialists for specialized financial needs.
• Encourage self-service options for 24/7 access to accounts.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

Customer service

Sales

Education

SIE exam / FINRA Series 6/7 / Life licenses (within 180 days)

High school diploma or GED

Tools

NMLS

Job description

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 suit their financial needs.

Job Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible


• Actively manages their banking relationship 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 who can help them with specialized financial needs


• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week


• Adheres 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 you are 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 degree, 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 of 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. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans