Private Client Banker - Huntington Harbour - Huntington Beach CA

JPMorganChase • Huntington Beach, CA

3d • 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 customers in the branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to grow balances and help acquire new clients through referrals and internal and external sources. The role helps customers make the most of their money through education and advice tailored to their financial needs, while contributing to a welcoming, valued, and inclusive customer experience.

The position is subject to banking policies and regulatory requirements, including the Dodd-Frank/Truth in Lending Act and SAFE Act requirements for Loan Originators. Employment is contingent on applicable reviews of criminal conviction history, credit and other relevant information, and required NMLS registration. Continued employment depends on meeting these regulatory requirements, including timely registration updates and renewals.

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 already registered, successfully 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 within 180 days of starting the role.
• Comply with Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators.
• High school degree, GED, or foreign equivalent.
• Adhere to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Meet applicable Section 19 of the Federal Deposit Insurance Act requirements and pass the employer’s review of criminal conviction history.
• Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration as needed, immediately after starting; complete required annual renewals and updates.
• Meet SAFE Act requirements for continued employment, including successful NMLS registration.

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 specialists for their financial needs.
• Help clients access accounts conveniently by sharing 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.
• Follow applicable policies, procedures, and regulatory banking requirements.

What This Job Offers

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