Private Client Banker

Job Description

Private Client Banker – Cool Springs Branch – Franklin, TN | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Franklin, TN. JPMorgan Chase helps people make the most of their money so they can make the most of their lives. This role is crucial for building lasting relationships with affluent clients, providing tailored financial education and advice, and ensuring they feel welcomed and valued by exceeding expectations and upholding a strong commitment to diversity and inclusion.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Franklin

• Team: Works closely with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers.
• Mission: Manages the complete banking relationship for a select group of affluent clients, providing education and advice tailored to suit their financial needs.
• Tech Stack:

What You’ll Actually Do
• Client Relationship Management: Actively manages banking relationships for a select group of affluent clients through an advice-based approach.
• Financial Needs Assessment: Ensures each client receives the best products and services tailored to their financial needs.
• Expert Connection: Partners with specialists to connect customers to experts who can help them with specialized financial needs.
• Client Acquisition & Growth: Acquires new clients by actively soliciting referrals and developing internal and external sources to generate balance growth.
• Convenient Access: Shares and sets up self-service options, enabling clients to access their accounts 24 hours a day, 7 days a week.

The Must-Haves
• Background: High school degree, GED, or foreign equivalent. Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience: 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.
• Skills: Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses (or must be successfully completed within 180 days of starting the role). Compliance with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and National Mortgage Licensing System and Registry (NMLS) registration.
• Bonus: Excellent communication skills, college degree or military equivalent, experience cultivating relationships with affluent clients, and a strong team orientation with a commitment to a long-term career with the firm.