Private Client Banker - Greater Lehigh Valley Market - Sinking Spring, PA
On-site · Sinking Spring, Pennsylvania, United States
Job Summary
Private Client Banker responsible for managing a select group of Chase’s affluent clients’ banking relationships in Branch Banking, providing proactive advice-based solutions, partnering with Specialists to connect clients to experts, enabling 24/7 self-service access, and ensuring regulatory compliance while pursuing growth through new client referrals and expanded balances in this Greater Lehigh Valley/ Sinking Spring, PA location.
Required Qualifications
- 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
- High school degree, GED, or foreign equivalent
- Compliance with Dodd Frank/Truth in Lending Act*
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008
- 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
Desired Qualifications
- Excellent communication skills
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
- Dodd Frank/Truth in Lending Act knowledge
- NMLS registration or willingness to obtain
- FINRA Series 6/7 licensing or state registration (63 or 66) within 180 days of starting
- Securities Industry Essentials (SIE) exam or equivalent
- Life licenses or equivalent licensing requirements for mortgage/loan products
- College degree or military equivalent (preferred)
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