Private Client Experience Specialist - Westerville, OH

Job Description

Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm’s Consumer and Community Banking’s division, you will be instrumental in delivering a high‑touch client experience. In this role, you’ll partner with our bankers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans.

If you’re passionate about delivering exceptional service while building relationships, come join our team.

• Provide clients with exceptional service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
• Support Bankers in deepening client relationships by taking client inquiry calls, assisting with analyzing client’s banking relationship and conducting business calls with Bankers.
• Develop expertise in the JP Morgan Private Client product offering to assist clients with day‑to‑day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
• Assist Bankers with marketing activities such as sending JPMorgan approved client gifts, or inviting clients to events.
• Leverage product knowledge and utilize every interaction to uncover opportunities for deepening client wallet share and raising to the aligned Bankers.

• A minimum of two years of financial services experience.
• Demonstrated experience delivering exceptional client service to an affluent client base.

• A bachelor’s degree.
• Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan

Chase’s review of criminal conviction history, including pretrial diversions or program entries.

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.

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…