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Job description
Join to apply for the Private Client Banker - Village Center at Dulles - Herndon, VA role at JPMorgan Chase
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Join to apply for the Private Client Banker - Village Center at Dulles - Herndon, VA role at JPMorgan Chase
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 their financial needs.
Job Responsibilities
Share the value of Chase Private Client with eligible clients.
Manage banking relationships through an advice-based approach, ensuring clients receive suitable products and services.
Partner with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect customers to experts for specialized financial needs.
Enhance client convenience by promoting and setting up self-service options for 24/7 account access.
Adhere to policies, procedures, and regulatory banking requirements.
Required Qualifications, Capabilities, And Skills
Proven success in using a relationship-oriented approach to acquire and deepen client relationships.
At least 1 year of experience in Branch Banking or equivalent in financial services, with success in client acquisition and revenue generation.
Starting Oct. 1, 2018, must obtain Securities Industry Essential (SIE) exam, FINRA Series 6/7, and Life licenses within 180 days if not already licensed.
Compliance with Dodd-Frank/Truth in Lending Act requirements.
High school diploma, GED, or foreign equivalent.
Ability to work flexible hours, including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
Excellent communication skills.
College degree or military experience.
Experience working with affluent clients.
Strong team orientation and commitment to long-term career with the firm.
Dodd Frank/Truth in Lending Act
This position requires compliance with Dodd Frank/Truth in Lending Act for Loan Originators, including background checks, credit reports, and registration through NMLS. Employment is contingent upon meeting these regulatory requirements.
About Us
JPMorgan Chase is a leading financial services firm committed to creating lifelong relationships and helping customers achieve their financial goals. We offer competitive compensation, benefits, and a diverse, inclusive workplace.
About The Team
Our Consumer & Community Banking division provides a wide range of financial services, leading in credit card sales and deposit growth, with a focus on customer satisfaction.
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Worksite address
herndon, VA, 22070, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.