Search jobs > Frisco, TX > Private banker

PRIVATE CLIENT BANKER - LEGACY AND LEBANON - FRISCO,TX

JPMorgan Chase
Frisco, TX, United States
Full-time

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 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 lives of clients 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 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 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 :

30+ days ago
Related jobs
Promoted
JPMorgan Chase
Plano, Texas

Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisor...

Promoted
Frisco Main Office
Frisco, Texas

Assesses, plans and evaluates patient care needs including obtaining patient history and assessing for labor risk factors. Instructs and educates patients and families. RN – L&D - Labor and Delivery Registered Nurse. The tasks and responsibilities include:. ...

Promoted
JPMorgan Chase
Plano, Texas

Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisor...

JPMorgan Chase Bank, N.A.
Richardson, Texas

Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with...

Target
Frisco, Texas

Scan, handle and move merchandise efficiently and safely, including frequently lifting or moving merchandise up to 15 pounds and occasionally lifting or moving merchandise up to 40 pounds . Target offers eligible team members and their dependents comprehensive health benefits and programs, which may...

JPMorgan Chase Bank, N.A.
Coppell, Texas

Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with...

JPMorgan Chase & Co.
Plano, Texas

Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations. Makes personal connections, engages and educates customers, asks open-ended questions, and listens ...

Tiffany & Co.
Plano, Texas

Develop client relationships and exceed commercial targets through the love of building your own business by developing client relationships and exceeding sales plan. Execute best practices by optimizing hospitality and store amenities to create unique experiences and act on NPS performance and clie...

Laiba Technologies LLC
Frisco, Texas

Role: - Security Engineers with Primary skills on Identity & Access Management , Vault, Cloud & Kubernetes </b></p> <p><b>Location: - Frisco, TX Day 1 ONSITE</b></p> <p> </p> <p><b>Key skills for Security Engineer IAM F...

Raymond James
Frisco, Texas

We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering result...