Private Client Banker - Mountain View - Mountain VIew CA
Mountain View, California, United States · On-site
$25/hr–$32/hr
Entry level$1.6B raised
You have a passion 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 t…
Part Time (30 Hours) Associate Banker, Broadway and 144th St Branch, New York, NY Bilingual Spanish Required
New York, New York, United States · On-site
$25/hr–$30/hr
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
North America Delta One Flow Swaps Trading Desk – Executive Director
New York, New York, United States · On-site
$157k–$350k/yr
Senior+$1.6B raised
Job summary As Executive Director of the North America Delta One Flow Swaps trading desk, you will spend everyday pricing, executing, and managing risk across Custom Baskets, Sector, ETF, and Index swaps for institutiona…
Are you ready to take your career to the next level in a dynamic and collaborative environment? As a Trader Assistant within Prime Finance Services Operations, you will have the opportunity to work alongside industry-lea…
Branch Manager - Daly City, San Mateo, and Palo Alto Areas - San Mateo, CA
San Mateo, California, United States · On-site
$41/hr–$58/hr
Mid level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Leadership, Retail banking, Team management, Coaching, Customer service
U.S. Private Bank - Private Banker - Vice President
Nashville, Tennessee, United States · On-site
Senior$1.6B raised
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepre…
As a Vice President, Community Manager (Consumer Bank), you will lead the community strategy for a specific area, delivering measurable business and financial health outcomes, creating a great client experience, and maki…
Skills: Leadership, Community engagement, Event coordination, Project management, Relationship building
Auto Collections Specialist II Bilingual English and Spanish Required
Tampa, Florida, United States · On-site
$21/hr–$27/hr
Mid level$1.6B raised
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consis…
Skills: Customer service, Bilingual, Spanish, English, Communication
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consis…
Global Research - Latam Corporate Credit - Associate
New York, New York, United States · On-site
$150k–$200k/yr
Senior$1.6B raised
Credit Research is where markets, news, and fundamentals collide daily—and where strong, differentiated views matter. In this role, you will dig into financials, form views quickly, and communicate them clearly, translat…
Skills: Credit research, Financial modeling, Capital structure analysis, Valuation, Relative value analysis
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world’s most innovative financial organizations. As a Senior Product Asso…
Bogota, Capital District, RAP (Especial) Central, Colombia · On-site
Entry level$1.6B raised
Colombia’s Drive the Future Program is designed to strengthen JPMorganChase’s early-career talent pipeline by attracting and developing undergraduate students and recent graduates with their first professional experience…
Commercial Banker-Government Banking-Vice President
Atlanta, Georgia, United States · On-site
Senior$1.6B raised
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Commercial Banker is for you. As a Government Commercial Banker within our dynamic team, you w…
Skills: Commercial banking, Lending, Credit support, Business development, Relationship management
Part Time (20 Hours) Associate Banker, West End Nashville Branch, Nashville, TN
Nashville, Tennessee, United States · On-site
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Relationship building, Cash handling, Financial technology, Communication
U.S. Private Bank - Private Banker - Executive Director
Houston, Texas, United States · On-site
Senior+$1.6B raised
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepre…
Assume a vital position as a key member of a high-performing team that delivers infrastructure and performance excellence. Your role will be instrumental in shaping the future at one of the world's largest and most influ…
As a Senior Marketing Associate in Chase Travel Corporate Solutions, you will be highly detail-oriented and creative, you should have ability to thrive in a fast-paced environment, and comfortable wearing many hats—from …
The Executive Director HR Business Advisor (HRBA) is a senior, strategic people partner supporting leaders within the Office of the Chief Financial Officer – Corporate and Investment Bank Finance & Business Management. E…
Part Time (30 Hours) Associate Banker, Braintree Branch, Braintree, MA
Braintree, Massachusetts, United States · On-site
$25/hr–$30/hr
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Cash handling, Relationship building, Communication, Problem solving
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Corporate Sector - Employee Platforms team, …
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$25/hr–$32/hr
Full-time
high school, bachelor degree
Health care coverage, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Posted 10d ago
~40 hrs/week
Responsibilities
You will serve as the primary point of contact for affluent clients, managing their complete banking relationships and proactively generating growth. Additionally, you will partner with internal specialists to connect clients with expert financial advice while ensuring adherence to all regulatory and banking policies.
Requirements
Candidates must have at least one year of branch banking or financial services experience with a proven track record in client acquisition. You are required to obtain or hold specific industry licenses, including the SIE, FINRA Series 6/7, and state registrations, within 180 days of starting.
Full job description
You have a passion 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 will 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.
As a Private Client Banker in Branch Banking, 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
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 Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes 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
Adheres 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 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
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
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 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: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in 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. 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.
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. 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
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.
Related keywords
Private Client BankerBranch BankingFinancial ServicesSIEFINRA Series 6FINRA Series 7NMLSDodd FrankTruth in Lending ActRelationship ManagementClient AcquisitionBanking RegulationsWealth ManagementCustomer PromiseFinancial AdviceCompliance
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development