Private Client Banker - El Dorado Town Center Branch - El Dorado Hills, CA

JPMorgan Chase & Co. • Springfield Meadows, CA

2d • $23 - $30

About The Position

The Private Client Banker in Branch Banking serves as the main point of contact for a select group of Chase Private Client affluent clients and other branch customers. The role manages clients’ banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances, acquire new clients, and deepen relationships. The banker also connects clients with specialists for financial needs and helps customers use self-service banking options. The position requires compliance with applicable banking policies, procedures, and regulations.

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.
• Beginning October 1, 2018, if not currently registered, successfully complete the 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 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.
• Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act, and maintain compliance with applicable registration, renewal, and update requirements.
• Meet Section 19 of the Federal Deposit Insurance Act requirements.

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 and ensure clients receive suitable products and services.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists.
• Help clients access accounts conveniently by sharing and setting up self-service options available 24 hours a day, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.

What This Job Offers

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