Private Client Banker - North San Jose Market - Santa Clara, CA
About The Position
The Private Client Banker in Branch Banking is the main point of contact for a select group of Chase’s affluent clients and other branch customers. The role manages clients’ complete banking relationships across the company using a proactive, advice-based approach to deepen relationships and grow balances. The banker also helps acquire new clients by soliciting referrals and developing internal and external sources, while connecting customers with specialists for more complex financial needs. The position supports Chase’s Customer Promise by providing tailored financial education and advice, and requires adherence to banking policies, procedures, and regulatory requirements. The role is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent upon required background and qualification reviews, successful registration, and ongoing compliance with applicable requirements.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least 1 year of Branch Banking Banker or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- If not currently registered, complete the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses by the start date or within 180 days of starting the role.
- Comply with Dodd Frank/Truth in Lending Act requirements.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- Meet the position’s Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the required employment screening.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting employment, and complete annual renewals and required updates.
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.
- Actively manage banking relationships through an advice-based approach, ensuring clients receive suitable products and services.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialized financial expertise.
- Help clients access their accounts conveniently by explaining and setting up self-service options available 24 hours a day, seven days a week.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Adhere to policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
