Private Client Banker II - SB - Eastland Winchester, Lexington KY

Jpmorgan Chase & Co. Lexington , KY 40598

Posted 2 months ago

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.

Job Description

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

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/default

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 120 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

  • To be considered for this role, you may be required to complete a video interview powered by HireVue

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Business Development Lexington KY

American Addiction Centers

Posted 2 weeks ago

VIEW JOBS 11/20/2020 12:00:00 AM 2021-02-18T00:00 Overview Company Summary If you are searching for a fulfilling place to develop your career and an opportunity to make a difference in helping others, then keep reading on. Here at AAC, we have a progressive culture; we listen to your ideas, value a work/life balance, invest in education, and we foster trust and respect for all individuals. Our exceptional comp and strong benefits include company matching 401K, medical, dental, vision and life insurance. We are looking for our future leaders, who are not only going to fill the qualifications for this job description, but who are going to exceed expectations. Be a part of a team whose mission is to provide quality, compassionate, and innovative care to adults struggling with addiction and co-occurring mental health disorders. Our purpose and passion are to empower patients, their families, and our communities by helping individuals achieve recovery and optimal wellness of the mind, body, and spirit. Job Summary: Outreach Associates are responsible for building relationships with qualified referral partners in assigned territory, for the purpose of facilitating admissions to American Addiction Centers Treatment Programs. Responsibilities Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Identifies, builds, and maintains relationships with key referral partners. * Maintains a regular servicing schedule that organizes a balance of referral partner maintenance and new business development. * Manages all client related communication and CRM remotely, via AAC provided smart mobile devices. Communication may frequently fall outside of regular business hours (including weekends). Occasional overnight travel will be required. * Effectively converts a general inquiry to a rescue by managing the admissions process. Outreach Associates are measured monthly against companywide Key Performance Indicators. (KPI's). * Has a general understanding of treatment modalities, levels of care, and industry best practices for treating substance use and co-occurring disorders. * Possesses the ability to multi-task, work with minimal supervision and problem solve through a variety of scenarios. * Conducts quality presentations for agencies, hospital staff, discharge planners, and other groups as they are identified. * Builds and maintains productive interdepartmental relationships. * Appropriate dress expected. * Adheres to all expense limitations and guidelines and submits monthly expenses via Expensify by the designated deadline. * Ability to clearly communicate with key members of the team, regarding potential admits and clients in the pipeline. * Ability to assist clinical team with discharge planning - identifying and contacting appropriate facilities for transfer of care when needed. * Knowledge of managed care and insurance- as it relates to mental health benefits- is a plus. * Outreach Associates must have the skills and competency to communicate with people at all levels of the organization; including- executive management, patients, and external agencies. Qualifications Education/Experience: * Four-year degree or equivalent demonstrated experience in addiction treatment marketing field. * 1+ years related experience and/or training; or equivalent combination of education and experience. * Organizational skills * Ability to multitask * Ability to travel through an area covering multiple states * Technologically savvy * Ability to create reports outlining weekly visits * Knowledge of the substance abuse industry preferred Physical Requirements "AAC is committed to principles of equal opportunities for all employees. The Company will provide reasonable accommodations that are necessary to comply with State and Federal disability discrimination laws" * Ability to sit, use hands and fingers, talk or hear, and smell continually. Ability to stand, walk and reach frequently. Ability to climb or balance, stoop, kneel, or crouch occasionally. * Ability to frequently lift and carry up to 10 lbs. and occasionally lift and carry up to 25 lbs. * Close vision required to see computer monitor, read documents, and operate copy and fax machine. Distance vision required to drive an automobile, if driving is a requirement of the job. * Work environment is indoors and climate controlled. Occasionally exposed to outdoor weather conditions. * Moderate noise levels as found in a business office with computer printers, households with TVs and dishwashers, and driving light traffic. Certifications and Licenses: * Valid driver's license, and ability pass MVR check. Other Work Requirements: * Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and execute general correspondence. Ability to speak effectively before groups of customers or employees of an organization. * Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations * Ability to travel with frequency American Addiction Centers is an equal opportunity employer. American Addiction Centers prohibits employment practices that discriminate against individuals or groups of employees on the basis of age, color disability, national origin, race, religion, sex, sexual orientation, pregnancy, veteran or military status, genetic information or any other category deemed protected by state and/or federal law. American Addiction Centers Lexington KY

Private Client Banker II - SB - Eastland Winchester, Lexington KY

Jpmorgan Chase & Co.