Private Client Banker - Village Center at Dulles - Herndon, VA

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.