Private Client Banker - Cerritos - Cerritos, CA
Company: JPMorgan Chase & Co.
Location: Cerritos
Posted on: June 26, 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:
http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
Keywords: JPMorgan Chase & Co., Cerritos , Private Client Banker - Cerritos - Cerritos, CA, Other , Cerritos, California
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