Private Client Banker - Mission Street and Shaw Branch- San Francisco, CA
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 generate growth in their balances. You also help acquire new clients by actively soliciting referrals and developing internal and external sources. The role focuses on building lasting customer relationships, delivering advice tailored to clients’ financial needs, and helping customers make the most of their money. It requires following banking policies, procedures, and regulatory requirements, and working branch hours that include weekends and some evenings. This position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators, including a review of criminal conviction history, credit report, NMLS information, and other relevant information. NMLS registration under the SAFE Act is required, and continued employment is contingent on compliance with applicable registration, renewal, and update requirements. The position is also subject to Section 19 of the Federal Deposit Insurance Act, including a review of criminal conviction history.
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, the 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 requirements.
- 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.
- NMLS registration under the SAFE Act of 2008, or an update to an existing registration, with continued compliance including annual renewal and required updates.
- Employment is contingent on applicable reviews under the Dodd Frank/Truth in Lending Act and Section 19 of the Federal Deposit Insurance Act.
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 products and services suited to their needs.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
- Help clients access their 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.
- Generate growth in client balances through proactive and disciplined relationship management.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
