Private Client Banker - Bergen Park, Evergreen CO - Metro Southwest
Stryker Orthopaedics
At Chase, you will help customers experience the Customer Promise by providing tailored financial education and advice. 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 across the company, utilizing a proactive and disciplined approach to generate growth in their balances and acquiring new clients through referrals and internal and external sources. Job responsibilities Share the value of Chase Private Client with eligible clients. Actively manage their 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 to experts who can help them with specialized financial needs. Make 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 not currently registered, the Securities Industry Essentials (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 the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer for this position is contingent on JPMorgan Chase’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMorgan Chase 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. Upon active employment with JPMorgan Chase, you will be required to either register on NMLS or 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 online 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 can be found at: Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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. Additional 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. Equal Opportunity Employer / Disability / Veterans We are an equal‑opportunity employer and place a high value on diversity and inclusion. 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 #J-18808-Ljbffr Stryker Corporation
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