Private Client Banker - Kercheval Saint Clair - Grosse Pointe, MI
Company: JPMorgan Chase
Location: Grosse Pointe
Posted on: May 27, 2023
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Job Description:
You 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. 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've successfully collaborated with colleagues and worked
as part of a team to achieve business results.
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.
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
Required Qualifications, Capabilities and Skills
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
Preferred Qualifications, Capabilities and Skills
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
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
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 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. In accordance with applicable law, we make
reasonable accommodations for applicants' and employees' religious
practices and beliefs, as well as any mental health or physical
disability needs.
The health and safety of our colleagues, candidates, clients and
communities has been a top priority in light of the COVID-19
pandemic. JPMorgan Chase was awarded the "WELL Health-Safety
Rating" for all of our 6,200 locations globally based on our
operational policies, maintenance protocols, stakeholder engagement
and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have
implemented various COVID-related health and safety requirements
for our workforce. Employees are expected to follow the Firm's
current COVID-19 or other infectious disease health and safety
requirements, including local requirements. Requirements include
sharing information including your vaccine card in the firm's
vaccine record tool, and may include mask wearing. Requirements may
change in the future with the evolving public health landscape.
JPMorgan Chase will consider accommodation requests as required by
applicable law.
We offer a competitive total rewards package including base salary
determined based on the role, experience, skill set, and location.
For those in eligible roles, discretionary incentive compensation
which may be 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.
Equal Opportunity Employer/Disability/Veterans
Keywords: JPMorgan Chase, Detroit , Private Client Banker - Kercheval Saint Clair - Grosse Pointe, MI, Other , Grosse Pointe, Michigan
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