Private Client Banker- Ynez Rd, Temecula, CA
Company: JPMorgan Chase Bank, N.A.
Location: Temecula
Posted on: May 14, 2022
|
|
Job Description:
At JPMorgan Chase, we 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. Using the latest banking solutions combined with cutting
edge financial technology and the most welcoming and friendly
service, you'll be front and center representing our brand and
culture. 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
have a proven record for delivering outstanding service to clients.
You've successfully collaborated with colleagues and worked as part
of a team to achieve business results. You have established
relationships within a company to deliver for clients. Apply these
talents as a Private Client Banker and help drive the client
banking experience at Chase through our Private Client Services
offerings. 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. Responsibilities You'll
be the clients' personal advocate at Chase, adding value to the
relationship by: Sharing the value of Chase Private Client with
clients that may be eligible Actively managing their banking
relationship through an advice-based approach, ensuring each client
receives the best products, services for his or her needs
Partnering with Specialists (Private Client Advisors, Mortgage
Bankers and Business Relationship Managers), to connect customers
to experts who can help them with specialized financial needs
Making 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 Adhering to policies, procedures and regulatory banking
requirements Qualifications Demonstrated success using a
value-added, relationship-oriented approach to acquire and deepen
client relationships Experience cultivating relationships with
affluent clients is strongly preferred 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* Strong team
orientation with a commitment of long-term career with the firm
Excellent communication skills College degree or military
equivalent strongly preferred; 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 * 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/defaultChase
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.Equal Opportunity
Employer/Disability/Veterans
Keywords: JPMorgan Chase Bank, N.A., Corona , Private Client Banker- Ynez Rd, Temecula, CA, Other , Temecula, California
Click
here to apply!
|