Location: | Portland, OR |
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Company: | JPMorgan Chase |
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As a Private Client Banker, you are the main point of contact for a select group of Chaseâs affluent clients, as well as other customers in the Branch. Youâll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. Youâll help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
- Share the value of Chase Private Client with clients that may be eligible
- Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
- 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
- Make 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
- Adhere to policies, procedures and regulatory banking requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
- Excellent communication skills
- College degree or military equivalent strongly preferred
- Experience cultivating relationships with affluent clients is strongly preferred
- Strong team orientation with a commitment of long-term career with the firm
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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
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