Private Client Banker - Montana and 7th - Santa Monica, CA

JPMorganChase • Santa Monica, CA

13d • Onsite

About The Position

The Private Client Banker is the primary point of contact for a select group of Chase affluent clients and other branch customers. The role manages clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and ensure clients receive products and services suited to their needs. The banker helps acquire new clients through referrals and internal and external sources, connects clients with financial specialists, and promotes convenient self-service banking options. The position requires adherence to banking policies, procedures, and regulatory requirements, as well as availability to work branch hours, including weekends and some evenings.

This role is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other relevant information. It also requires NMLS registration under the SAFE Act and compliance with Section 19 of the Federal Deposit Insurance Act. Continued employment is contingent on meeting these requirements and maintaining required registrations.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least one 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.
• If not currently registered, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required or must be successfully completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including required screening and NMLS registration under the SAFE Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Successful registration or update of existing registration on NMLS upon active employment, with timely annual renewal and required updates thereafter.

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 suitable products and services.
• 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.
• 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