Private Client Banker - Clairemont Branch - San Diego, CA

JPMorganChase • San Diego, CA

1d • Onsite

About The Position

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 branch customers. You manage their complete banking relationship across the company with a proactive, disciplined approach to growing balances and acquiring new clients through referrals and internal and external sources. The role focuses on helping customers make the most of their money through education and advice tailored to their financial needs, while delivering a welcoming and inclusive customer experience.

The position is subject to applicable banking policies and regulatory requirements, including the Dodd Frank/Truth in Lending Act and SAFE Act requirements. Employment is contingent on the reviews and registrations described in the posting, including required NMLS registration and applicable loan-originator qualifications.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of Branch Banking Banker experience or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• High school degree, GED, or foreign equivalent.
• Comply with Dodd Frank/Truth in Lending Act requirements for loan originators and SAFE Act requirements, including NMLS registration or updating an existing registration, and timely annual renewals and required updates.
• If not already registered, obtain the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
• Ability to work branch hours, including weekends and some evenings.

Nice To Haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and commitment to a long-term career with the firm.

Responsibilities

• Share the value of Chase Private Client with clients who may be eligible.
• Manage banking relationships through an advice-based approach, ensuring clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, 7 days a week.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED