Private Client Banker - Mitchell Ranch Little Rd - Trinity, FL

Overview

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 showing a strong commitment to diversity and inclusion. At Chase, you will help people experience our Customer Promise – helping them make the most of their money so they can enrich their lives through tailored education and advice.

• Share the value of Chase Private Client with eligible clients.
• Actively manage the banking relationship through an advice‑based approach, ensuring each client receives the best products and services for their needs.
• Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help with specialized financial needs.
• Make clients’ lives more convenient by sharing and setting up self‑service options to access their accounts 24/7.
• Adhere to policies, procedures and regulatory banking requirements.

• 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, 201, 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.

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation with a commitment to a long‑term career with the firm.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer for this position is contingent upon JPMorgan Chase's review of your criminal conviction history, credit report, and other information that demonstrates financial responsibility, good character and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration.

Your continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and the SAFE Act, including registration on the National Mortgage Licensing System and Registry (NMLS) immediately after your start date and timely renewal thereafter.

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 recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. Chase is an equal opportunity employer and places a high value on diversity and inclusion. 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.

The Consumer & Community Banking division serves 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 are proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions while ranking first in customer satisfaction.