Private Client Banker Federal Hwy and 5th Ave Boca Raton, FL

Description

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 expectations and embracing diversity and inclusion.

As a Private Client Banker in a Chase Branch you will represent our brand and culture with the utmost hospitality delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chases affluent clients as well as other branch clients. 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

• Put clients first and exceed their expectations - deliver attentive and friendly service creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
• Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
• Engage in clear polite consultative communication to understand and help clients building trust ask questions and listen to understand anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App and ATMs to help them with their banking needs whenever wherever and however they want.
• Learn products services and procedures quickly and accurately to effectively consult with clients about banking solutions as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adheres to policies procedures and regulatory banking requirements.

Required qualifications capabilities and skills

Preferred qualifications capabilities and skills

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 JPMCs 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 :

Key Skills

Sales Experience,Presentation Skills,Financial Services,Customer Service,Financial Acumen,Fraud,Math,Military Experience,Banking,Upselling,Cash Handling,RMF

Employment Type : Full-Time

Experience : years

Vacancy : 1