Talent.com
Private Client Banker - University and Mill - Tempe, AZ - Bilingual (Spanish) Preferred
Private Client Banker - University and Mill - Tempe, AZ - Bilingual (Spanish) PreferredArizona Staffing • Tempe, AZ, US
No longer accepting applications
Private Client Banker - University and Mill - Tempe, AZ - Bilingual (Spanish) Preferred

Private Client Banker - University and Mill - Tempe, AZ - Bilingual (Spanish) Preferred

Arizona Staffing • Tempe, AZ, US
3 days ago
Job type
  • Full-time
Job description

Private Client Banker In Branch Banking

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 suit their financial needs. As a Private Client Banker in Branch Banking, 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job Responsibilities

  • Shares the value of Chase Private Client with clients that may be eligible
  • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Makes 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
  • Adheres to policies, procedures, and regulatory banking requirements

Required Qualifications, Capabilities, and Skills

  • 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, 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 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
  • Preferred Qualifications, Capabilities, and Skills

  • Excellent communication skills
  • College degree or military equivalent
  • Experience cultivating relationships with affluent clients
  • Strong team orientation with a commitment of long-term career with the firm
  • Bilingual English Spanish Preferred
  • 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 : https : / / mortgage.nationwidelicensingsystem.org / Safe / SitePages / default.aspx

    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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer / Disability / Veterans

    Create a job alert for this search

    Private Banker • Tempe, AZ, US

    Related jobs
    Private Banker III

    Private Banker III

    Busey Bank • Phoenix, AZ, United States
    Full-time
    The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activi...Show more
    Last updated: 30+ days ago • Promoted
    Teller

    Teller

    OneAZ Credit Union • Gilbert, AZ, United States
    Full-time
    At OneAZ Credit Union, our success is measured only by yours.We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpo...Show more
    Last updated: 22 days ago • Promoted
    Branch Relationship Banker (Personal Banker) - Central Avenue / Phoenix (AZ)

    Branch Relationship Banker (Personal Banker) - Central Avenue / Phoenix (AZ)

    BankTalent HQ • Phoenix, AZ, United States
    Full-time
    At National Bank of Arizona, we're a community of professionals with relationships at our core.We strive to promote an engaging environment with accessible leadership and on-going employee developm...Show more
    Last updated: 30+ days ago • Promoted
    Bilingual Premier Service Associate

    Bilingual Premier Service Associate

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for a Premier Service Associate - Bilingual.Key Responsibilities Service new and existing client needs via inbound calls Engage customers in an Investment Recommendation Con...Show more
    Last updated: 3 days ago • Promoted
    Federal Client Executive

    Federal Client Executive

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for a Federal Client Executive (Remote, US, NA).Key Responsibilities Build and drive a pipeline of new prospects Develop a go-to-market plan for Federal targets Establish l...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker I or II (DOE)

    Personal Banker I or II (DOE)

    OneAZ Credit Union • Glendale, AZ, United States
    Full-time
    At OneAZ Credit Union, our success is measured only by yours.We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpo...Show more
    Last updated: 30+ days ago • Promoted
    Spanish Bilingual Account Executive

    Spanish Bilingual Account Executive

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for an Emerging Markets Growth Account Executive.Key Responsibilities Manage the full sales cycle for customer expansion, identifying and closing upsell opportunities Utiliz...Show more
    Last updated: 4 days ago • Promoted
    Relationship Banker - Phoenix West Area - bilingual Spanish required

    Relationship Banker - Phoenix West Area - bilingual Spanish required

    Arizona Staffing • Glendale, AZ, US
    Full-time
    Relationship Banker - Phoenix West Area - Bilingual Spanish Required.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection....Show more
    Last updated: 2 days ago • Promoted
    FINRA Licensed Sales Director

    FINRA Licensed Sales Director

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for a Director of Sales, US to lead institutional and enterprise client acquisition across the United States. Key Responsibilities Own revenue generation for the US business, ...Show more
    Last updated: 30+ days ago • Promoted
    Inside Sales Advisor - Merchant Services

    Inside Sales Advisor - Merchant Services

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for an Inside Sales Advisor - Merchant Services to generate and expand client relationships in the small business sector. Key Responsibilities Prospect and build relationships...Show more
    Last updated: 4 days ago • Promoted
    Bilingual Account Manager

    Bilingual Account Manager

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for an Account Manager, Bilingual (English / Spanish).Key Responsibilities Act as the liaison between clients / brokers and company executives, managing client relationships and ...Show more
    Last updated: 30+ days ago • Promoted
    Bilingual Insurance Support Associate

    Bilingual Insurance Support Associate

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for a Bilingual Insurance Customer Support Associate - Spanish-English - Remote USA.Key Responsibilities Identify and resolve complicated issues related to brokers, groups, o...Show more
    Last updated: 26 days ago • Promoted
    Associate Client Partner

    Associate Client Partner

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for an Associate Client Partner - Quality Engineering.Key Responsibilities Manage client relationships and oversee the opportunity management cycle Collaborate with delivery...Show more
    Last updated: 30+ days ago • Promoted
    Retail Relationship Banker

    Retail Relationship Banker

    BMO Financial • Mesa, AZ, US
    Part-time
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in t...Show more
    Last updated: 18 days ago • Promoted
    Texas Licensed Junior Mortgage Originator

    Texas Licensed Junior Mortgage Originator

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for a Junior Mortgage Loan Originator.Key Responsibilities Assist prospective clients with basic mortgage inquiries and loan product education Collect and review borrower fi...Show more
    Last updated: 2 days ago • Promoted
    Associate Banker

    Associate Banker

    Arizona Staffing • Tolleson, AZ, US
    Part-time
    This is a part time position scheduled for 20 hrs.Bilingual in English and Spanish preferred.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advic...Show more
    Last updated: 2 days ago • Promoted
    Universal Tellers & Relationship Bankers (East Valley Market)

    Universal Tellers & Relationship Bankers (East Valley Market)

    Desert Financial Credit Union • Tempe, AZ, US
    Full-time
    Experience Specialist (Universal Banker / Teller).Desert Financial is considered a leader in the local credit union space and we are growing like crazy!. We have two amazing opportunities in our branc...Show more
    Last updated: 30+ days ago • Promoted
    Associate Advisor

    Associate Advisor

    VirtualVocations • Glendale, Arizona, United States
    Full-time
    A company is looking for a permanently remote Associate Advisor / Relationship Manager.Key Responsibilities Prepare financial plans and participate in client meetings for plan delivery Manage da...Show more
    Last updated: 2 days ago • Promoted