Private Client Banker - Hoffman Estates - Hoffman Estates, IL
Company: JPMorgan Chase
Location: Hoffman Estates
Posted on: August 5, 2022
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Job Description:
At JPMorgan Chase, we have an obsession 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. Using the latest banking solutions combined with cutting
edge financial technology and the most welcoming and friendly
service, you'll be front and center representing our brand and
culture. Here at Chase, you'll 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. You
have a proven record for delivering outstanding service to clients.
You've successfully collaborated with colleagues and worked as part
of a team to achieve business results. You have established
relationships within a company to deliver for clients. Apply these
talents as a Private Client Banker and help drive the client
banking experience at Chase through our Private Client Services
offerings. As a Private Client Banker, 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'll manage their complete banking
relationship across the company, utilizing a proactive and
disciplined approach to generate growth in their balances. You'll
help acquire new clients by actively soliciting referrals and
developing internal and external sources. Responsibilities You'll
be the clients' personal advocate at Chase, adding value to the
relationship by: Sharing the value of Chase Private Client with
clients that may be eligible Actively managing their banking
relationship through an advice-based approach, ensuring each client
receives the best products, services for his or her needs
Partnering with Specialists (Private Client Advisors, Mortgage
Bankers and Business Relationship Managers), to connect customers
to experts who can help them with specialized financial needs
Making 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 Adhering to policies, procedures and regulatory banking
requirements Qualifications Demonstrated success using a
value-added, relationship-oriented approach to acquire and deepen
client relationships Experience cultivating relationships with
affluent clients is strongly preferred 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 Strong team
orientation with a commitment of long-term career with the firm
Excellent communication skills College degree or military
equivalent strongly preferred; 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 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:
Keywords: JPMorgan Chase, Hoffman Estates , Private Client Banker - Hoffman Estates - Hoffman Estates, IL, Other , Hoffman Estates, Illinois
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