Private Client Banker - Network Expansion - New Build - Red Mill - Derwood, MD
Company: JPMorgan Chase & Co.
Location: Rockville
Posted on: March 10, 2023
Job Description:
Private Client Banker - Network Expansion - New Build - Red Mill
- Derwood, MD -"Job Details" Job Identification 210392309 Job
Category Private Client Bankers Locations
- 8435 Georgia Ave, Silver Spring, MD, 20910, US Posting Date
03/02/2023, 09:05PM Job Schedule Full time Job Description You have
an obsession 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'll 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. - You've
successfully collaborated with colleagues and worked as part of a
team to achieve business results. - As a Private Client Banker, 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'll
manage their complete banking relationship across the company,
utilizing a proactive and disciplined approach to generate growth
in their balances. You'll help acquire new clients by actively
soliciting referrals and developing internal and external sources.
- Job Responsibilities
- Share the value of Chase Private Client with clients that may
be eligible
- Actively manage their banking relationship through an
advice-based approach, ensuring each client receives the best
products, services for his or her 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 lives of clients more convenient by sharing and setting up
self-service options to access their accounts 24 hours a day/7 day
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
- Minimum of one 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 required -
- Adherence to policies, procedures, and regulatory banking
requirements
- Ability to work branch hours, including weekends and some
evenings - Preferred Qualifications, Capabilities and 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 -
About Us 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 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. - In
accordance with applicable law, we make reasonable accommodations
for applicants' and employees' religious practices and beliefs, as
well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and
communities has been a top priority in light of the COVID-19
pandemic. JPMorgan Chase was awarded the "WELL Health-Safety
Rating" for all of our 6,200 locations globally based on our
operational policies, maintenance protocols, stakeholder engagement
and emergency plans to address a post-COVID-19 environment.As a
part of our commitment to health and safety, we have implemented
various COVID-related health and safety requirements for our
workforce. Employees are expected to follow the Firm's current
COVID-19 or other infectious disease health and safety
requirements, including local requirements. Requirements include
sharing information including your vaccine card in the firm's
vaccine record tool, and may include mask wearing. Requirements may
change in the future with the evolving public health landscape.
JPMorgan Chase will consider accommodation requests as required by
applicable law.We offer a competitive total rewards package
including base salary determined based on the role, experience,
skill set, and location. For those in eligible roles, discretionary
incentive compensation which may be 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. Equal
Opportunity Employer/Disability/Veterans About the Team 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. We are here to help you manage your money with
checking, savings and credit cards, combining the latest banking
technology with comprehensive solutions to meet the financial needs
of nearly half of U.S. households. As a Private Client Banker, you
are the main point of contact for a select group of Chase's
affluent clients, as well as other customers in the Branch. As a
Private Client Banker, you are the main point of contact for a
select group of Chase's affluent clients, as well as other
customers in the Branch. Page Private Client Banker - Network
Expansion - New Build - Red Mill - Derwood, MD - Chase- Candidate
Experience page Careers loaded IMPORTANT NOTICE: PLEASE READ
CAREFULLY BEFORE USING THIS WEBSITE
Keywords: JPMorgan Chase & Co., Rockville , Private Client Banker - Network Expansion - New Build - Red Mill - Derwood, MD, Other , Rockville, Maryland
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