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Senior Private Client Banker - El Camino Real and Cambridge Ave Financial Center - Palo Alto, CA
senior · Retail & Commercial Banking
We believe in making dreams possible for everyone, every day. You'll be at the heart of this mission, creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, creating personalized experiences, exceeding expectations, and embracing diversity and inclusion.As a Senior Private Client Banker in a J.P. Morgan or Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering J.P. Morgan products, banking solutions and cutting-edge financial technology to a select group of affluent clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances and help them achieve their financial goals. You will acquire new clients by actively soliciting referrals and developing internal and external sources. You will collaborate with colleagues in joint meetings and work as part of a dynamic team to achieve outstanding business results.
Job Responsibilities
- Put clients first and exceed their expectations - share the exciting benefits of our new Private Client tiered product suite and relationship program with clients who may qualify, helping them unlock exclusive advantages.
- Actively manage the banking relationships of clients and their families with a personalized, advice-driven approach. Deliver exceptional service, resolve issues from start to finish, and ensure each client enjoys the best products, premium service, and relationship pricing. Help them fully leverage their connection with JPMorganChase.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Collaborate with Private Client Advisors and Private Client Investment Associates to offer comprehensive family and life planning services for clients and their beneficiaries, ensuring their financial future is secure.
- Work closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs.
- Serve as a dedicated point of contact to make clients' lives easier by resolving banking issues on their behalf. Maintain a holistic view of all their products, personal connections, key partners, and interactions with JPMorganChase.
- Take responsibility for operational risk and control, while strictly adhering to policies, procedures, and regulatory banking requirements, ensuring clients' peace of mind.
- Demonstrated success using a value-added, relationship-oriented approach to deepen client relationships.
- 2+ years Branch Banking Banker, or equivalent experience in financial services sales, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation.
- Ability to create memorable experiences for our clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to resolve client issues quickly and effectively with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- Compliance with Dodd Frank/Truth in Lending Act*.
- High school degree, GED or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC’s licensing program within 180 days of hire, study materials and support provided.
- College degree or military equivalent strongly preferred.
- Experience cultivating relationships with affluent clients.
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending ActThis 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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