Private Client Banker - Steele Creek - Charlotte, NC

JPMorganChase; Charlotte (NC); On-site; USD 48,000 - 250,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker for its Steele Creek branch in Charlotte, NC. This role focuses on managing relationships with affluent clients, providing tailored financial advice, and generating growth in banking balances. The ideal candidate will excel in customer service and possess a strong financial services background.

Benefits

Comprehensive health care coverage

401(k) retirement savings plan

Tuition reimbursement

Mental health support

Qualifications

• 1+ year Branch Banking experience with success in new client acquisition.
• Ability to work branch hours, including weekends and some evenings.
• Compliance with Dodd Frank/Truth in Lending Act.

Responsibilities

• Manage banking relationships for affluent clients.
• Solicit referrals and develop internal and external sources.
• Share value of Chase Private Client with eligible clients.

Skills

Customer Relationship Management

Communication

Sales

Education

High school degree, GED, or foreign equivalent

Job description

Join to apply for the Private Client Banker - Steele Creek - Charlotte, NC role at JPMorganChase

1 week ago Be among the first 25 applicants

Join to apply for the Private Client Banker - Steele Creek - Charlotte, NC role at JPMorganChase

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 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.

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

• 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

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, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Get notified about new Private Banker jobs in Charlotte, NC.

Relationship Manager I - Business Banking

Relationship Manager I - Business Banking

Charlotte, NC $48,000.00-$250,000.00 13 hours ago

Relationship Banker - The Shoppes at University Pl - Charlotte, NC

Relationship Banker - (New Build) Matthews - Charlotte, NC

U.S. Private Bank – Private Banker – Executive Director or Vice President (Charlotte, NC)

Branch Operations Lead - The Shoppes at Univeristy Pl - Charlotte, NC

Relationship Banker or Senior Relationship Banker - University

Relationship Banker - Mooresville Lake Norman - Mooresville, NC

Banking Relationship Specialist (Senior Relationship Banker)

U.S. Private Bank - Private Banker - Vice President or Executive Director

Relationship Banker - Charlotte South - Rock Hill Market , Charlotte Area

Executive Director, Corporate Banking Relationship Manager - U.S. Banks Emerging Growth

Charlotte, NC $173,300.00-$359,900.00 2 weeks ago

Financial Relationship Banker- South End Kingston, NC

Vice President - Corporate Banking Relationship Manager, Banks, Emerging Growth

Charlotte, NC $120,400.00-$287,600.00 2 weeks ago

Director, Investment Banking - Financial Institutions Group (FIG)

Relationship Banker - Charlotte South - Rock Hill Market , Charlotte Area

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.