JPMorgan Private Client Banker - Okahumpka Leesburg FL 

United States, Florida 

916675109

As a Senior Private Client Banker in a JP Morgan Branch, you are the main point of contact for a select group of Chase’s affluent clients in the JP Morgan Branch. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.

Job Responsibilities

· Shares the value of the new Private Client tiered product suite, relationship program with clients that may be eligible

· Manages the clients and their family’s banking relationship through an advice-based approach, delivering elevated service, owning and resolving issues end-to-end, ensuring each client receives the best products, elevated servicing and relationship pricing; and can fully maximize the value of their relationship with JPMorgan Chase

· Provides family & life planning services for clients and their beneficiaries in partnership with Private Client Advisors & Private Client Investment Associates

· Partners with Specialists (Private Client Advisors, Financial Planners, Home Lending Advisors and Business Relationship Managers) to connect clients to experts who can help them and their families with specialized financial needs

· Makes lives of clients more convenient by serving as a direct point of contact who can help resolve banking issues on a client’s behalf and has a 360 view of all the client’s product, personal connections, key partners, and interactions with JPMC

· Takes ownership of operation risk and control while adhering to policies, procedures and regulatory banking requirements

Required Qualifications, Capabilities and Skills

· Demonstrated success using a value-added, relationship-oriented approach to deepen client relationships

· 2+ 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

· 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.aspx