Private Client Banker - San Diego Hillcrest Branch - San Diego, CA

JPMorgan Chase & Co. • San Diego, CA

1d • $25 - $33 • Onsite

About The Position

As a Private Client Banker in Branch Banking, you serve as the main point of contact for a select group of Chase affluent clients and other branch customers. You manage their banking relationships across the company through a proactive, disciplined, advice-based approach, helping clients find suitable products and services and growing their balances. You also acquire new clients through referrals and internal and external sources, connect clients with specialists for their financial needs, and help them use self-service banking options.

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, pass 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 these within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act requirements.
• 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.
• Complete required NMLS registration or update existing registration after starting, and comply with SAFE Act requirements, including annual renewal 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 each client receives suitable products and services.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
• Help clients access accounts conveniently by sharing and setting up self-service options available 24 hours a day, 7 days a week.
• Follow policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.

What This Job Offers

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