Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Banker - Columbia Tech Center Branch - Vancouver, WA

Full-time

JPMorgan Chase & Co.

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: [ 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 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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Banker - Columbia Tech Center Branch - Vancouver, WA in Vancouver, WA vacancy
  •  ...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... 
    Private client
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Vancouver, WA
    2 days ago
  • $110k - $165k

     ...Electrical Engineer to support our Vancouver, Washington office. This...  ...our diverse team to make our client projects successful! Networks,...  ...help close the digital divide. Private LTE: We are supporting development...  ...Primary Location US-WA-Vancouver Schedule Full-time Travel... 
    Private client
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work

    Burns & McDonnell

    Vancouver, WA
    4 days ago
  • $39 - $54 per hour

     ...Speech Language Pathologist – Columbia Pediatric Therapy, Vancouver, WA Just across the river from Portland, Oregon, you'll find our beautiful Vancouver...  ...About Our Practice We are a well‑established pediatric private practice looking for an SLP who can work independently.... 
    Suggested
    Hourly pay
    Full time
    Part time
    Private practice
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Carlsbad Tech

    Vancouver, WA
    4 days ago
  • Private Client Banker - Uptown Branch - Portland, OR Portland, OR, United States Job Information Job Identification 210755599 Job Category Private...  ...comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition... 
    Private client
    Full time
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Portland, OR
    6 days ago
  • $70k - $93.5k

     ...Financial Planning Associate - Vancouver, WA Vancouver, WA 98660 Overview Salary Range $70,000.00 - $93,500.00 Salary Level Entry...  ...create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and... 
    Suggested
    Full time
    Temporary work
    Work at office
    Flexible hours
    Shift work

    EP Wealth Advisors

    Vancouver, WA
    4 days ago
  • $135k - $390k

     ...Water/Wastewater Project Manager for our Vancouver, WA regional office. Our passion started...  ...owned and strive to create success for our clients and careers for our employee‑owners. We...  ...with local and statewide municipal and private clients strongly preferred. Excellent written... 
    Private client
    Full time
    Contract work
    For contractors
    For subcontractor
    Work at office
    Local area

    SupportFinity

    Vancouver, WA
    5 days ago
  •  ...Heritage Bank's Commercial Banking Center in Vancouver, WA is seeking an experienced...  ...developing new business and client relationships; producing a...  ...motivate less experienced bankers to achieve the Bank’s loan goals...  ...to travel to other branch, customer, business locations... 
    Full time
    Part time
    Local area
    Flexible hours
    Night shift
    Afternoon shift

    Heritage Bank

    Vancouver, WA
    5 days ago
  •  ...an enthusiasm for helping our clients, taking care of our employees...  ..., you will be front and center representing our brand and interacting...  ...financial needs.  As a Private Client Advisor in Chase...  ...advisors who work out of 3,500 branches and 21 offices.  We work... 
    Private client

    JPMorgan Chase & Co.

    Vancouver, WA
    8 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker for the Uptown Branch in Portland, OR. This role will focus on creating memorable experiences for clients, managing their banking relationships, and offering personalized financial advice. The ideal candidate will... 
    Private client

    JPMorgan Chase & Co.

    Portland, OR
    6 days ago
  •  ...Spreader - Asphalt Driver Vancouver WA Job Category: Truck Driver Full-Time On-site Location: Vancouver, WA 98660, USA Job Details Description At Albina Asphalt, we take care of our team because we know it's our people who make us successful. Our... 
    Full time
    Night shift

    Knife River

    Vancouver, WA
    1 day ago
  •  ...Relationship Banker In Branch Banking You have a passion for helping customers, building relationships, and delivering extraordinary customer...  ...a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results ~... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Vancouver, WA
    6 days ago
  •  ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make...  ...basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer... 
    Temporary work

    U.S. Bancorp

    Vancouver, WA
    2 days ago
  • $21.68 - $26.5 per hour

     ...discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers,...  ...basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer... 
    Temporary work
    Local area

    U.S. Bank

    Vancouver, WA
    5 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 14888 SE Mcloughlin - Oak Grove, Oregon 97268 Job Summary:...  ...development of internal and external centers of influence; Employs a disciplined approach...  ...Developing strong partnerships with branch teammates and line of business... 
    Private client
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Portland, OR
    3 days ago
  •  ...Heartstrings Pet Hospice is a Privately owned, rapidly growing in-...  ...DVM Medical Team members in Vancouver, Portland & Other Surrounding...  ...pressure A collaborative, family-centered culture Your voice matters—...  ...emotionally intelligent, and client-focused Comfortable working independently... 
    Full time
    Temporary work
    Part time
    Local area
    Weekend work

    Heartstringspethospice

    Vancouver, WA
    4 days ago
  • $169.58k - $232.05k

     ...Power Generation Data Center Lead to be part of our...  ...leaders to serve existing clients and develop new...  ...and other public and private clients. Knowledge of...  ...States - Washington - Vancouver, United States - Colorado...  ...States - South Carolina - Columbia, United States -... 
    Private client
    Full time
    Temporary work
    Part time
    Work at office

    HDR

    Portland, OR
    4 days ago
  •  ...Banner Corp. is seeking a Floating Banker to provide teller and banking support across various branches in Vancouver, WA. This role is crucial in helping clients achieve their financial goals through efficient service and product referrals. The ideal candidate has at... 

    Banner Corp

    Vancouver, WA
    1 day ago
  • $412k

     ...Hybrid Interventional/Diagnostic Radiologist - Vancouver, WA $100K Signing Bonus ABOUT RADIA Radia PS is one of the nation's largest...  ...owned and managed practices, NO venture capital or private equity involvement, offering both onsite and remote opportunities... 
    Full time
    Work experience placement
    Remote work
    Relocation package
    Flexible hours
    Shift work

    Radia

    Vancouver, WA
    5 days ago
  •  ...J.P. Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have... 
    Private client

    TwinThread LLC

    Vancouver, WA
    1 day ago
  •  ...kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the...  ...Provide personal, actionable, and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine... 

    Thrivent Financial

    Portland, OR
    4 days ago
  •  ...Dentistry offered by Geriatric Dental Group in Vancouver Located at the corner of 164th Avenue and SE 15th Street in the Columbia Tech Center area. Photo ID, insurance card, list of...  ...area Other Information Payment Options Private Pay Private Insurance Low-Cost/Sliding... 

    Crisis Clinic

    Vancouver, WA
    4 days ago
  • Job Summary This position is responsible for operating an asphalt distributor truck safely and efficiently. Under the direction of the dispatcher, the driver will be responsible for delivering and applying product to customer specifications on appropriate projects located...
    Night shift

    Knife River

    Vancouver, WA
    4 days ago
  •  ...We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank... 
    Contract work
    For contractors
    Work at office

    COUNTRY Financial

    Vancouver, WA
    5 days ago
  •  ...kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the...  ...Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine... 
    Local area

    Thrivent Financial

    Portland, OR
    4 days ago
  • $55k - $105k

    Physical Therapist - Vancouver, WA FOX Rehabilitation is growing in Vancouver, WA and we’re looking for passionate, licensed Physical Therapists...  ...to older adults right where they live. Whether treating in private residences or within Senior Living Communities, you’ll help... 
    Bi-weekly pay
    Full time
    Part time
    Relief
    H1b
    Visa sponsorship
    Flexible hours

    FOX Rehabilitation

    Vancouver, WA
    6 days ago
  •  ...We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust... 
    Contract work
    For contractors
    Work at office

    COUNTRY Financial

    Vancouver, WA
    5 days ago
  • $80k - $200k

     ...Financial Advisors strive to understand their clients' goals and visions to uncover financial...  ...about new Financial Advisor jobs in Vancouver, WA . Portland, OR $102,000.00-$190,000.00 6...  ...ago J.P. Morgan Wealth Management - Private Client Advisor - Bethany, OR Hillsboro,... 
    Private client
    Full time
    Work experience placement
    Internship
    Work at office
    Relocation

    Northwestern Mutual

    Vancouver, WA
    5 days ago
  • $68.64k - $80k

     ...services tailored to their clients needs. This exciting opportunity...  ...more convenient network of branches throughout California, the...  ...Portland, OR, Lake Oswego, OR or Vancouver, WA. Job Overview: A...  ...Retail Branch Managers and Centers of Influence and maintain strong... 
    Work at office
    Local area

    LPL Financial

    Vancouver, WA
    2 days ago
  • $25 - $27.88 per hour

     ...Responsible Growth and delivering for our clients, teammates, communities, and...  ...lending, and investments Manages financial center traffic, appointments, and outbound calls...  ...Week: 40 Pay Transparency details US - WA - Vancouver - 1145 SE 164th Ave - FISHERS LANDING BANKING... 
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Vancouver, WA
    3 days ago
  • $48k - $91k

     ...will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, you will inspire client...  ...Role The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding... 
    Work from home

    Fidelity Investments

    Portland, OR
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Banker - Columbia Tech Center Branch - Vancouver, WA. Be the first to apply!