Private Client Banker - Trade and Tryon - Charlotte, NC

You have a passion for taking care of customers and employees and building lasting relationships, doing the right thing, exceeding expectations and embracing diversity and inclusion. Here at Chase you will help people experience our Customer Promise by providing education and advice tailored to 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 and other customers in the branch. You will manage their complete banking relationship, using a proactive and disciplined approach to generate growth in their balances and acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Share the value of Chase Private Client with eligible clients. Actively manage the banking relationship through an advice‑based approach, ensuring each client receives the best products and services for their needs. Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers with experts for specialized financial needs. Makes clients’ lives 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. 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 to a long‑term career with the firm. Dodd Frank/Truth in Lending Act This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and other relevant data. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment is contingent upon compliance with the Truth in Lending Act/Dodd Frank requirements. NMLS Registration This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment with JPMorgan Chase you must register on NMLS or update your existing registration to reflect your employment. Continued employment is contingent upon compliance with the SAFE Act, including immediate registration after your start date and timely renewal and required updates thereafter. Benefits We offer a competitive total rewards package that includes base salary determined by role, experience, skill set and location, commission‑based pay and discretionary incentive compensation, cash and/or equity, and a range of benefits covering health care, wellness, retirement savings, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Equal Opportunity Employer Chase is an equal‑opportunity employer. We do not discriminate on the basis of any protected attribute, and we make reasonable accommodations for applicants’ and employees’ religious practices, mental health or physical disability needs. We provide a diverse and inclusive environment where all employees can thrive. #J-18808-Ljbffr Fairygodboss