Private Client Banker Benicia Branch- Benicia, CA

JPMorganChase • Benicia, CA

1d • Onsite

About The Position

The Private Client Banker is the main point of contact for a select group of Chase Private Client affluent clients as well as other branch customers. The role manages clients’ complete banking relationships across the company through a proactive, disciplined, advice-based approach, aiming to grow client balances and connect customers with products and services suited to their needs. The banker also helps acquire new clients by soliciting referrals and developing internal and external sources.

The position supports Chase’s Customer Promise by providing education and advice tailored to customers’ financial needs, helping clients access convenient self-service banking, and partnering with specialists for more complex financial needs. The banker must follow applicable policies, procedures, and regulatory banking requirements. Employment offers are subject to applicable background, credit, licensing, and registration reviews and requirements, including Section 19 of the Federal Deposit Insurance Act, Dodd Frank/Truth in Lending Act loan-originator requirements, and NMLS registration under the SAFE Act.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 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.
• High school degree, GED, or foreign equivalent.
• Comply with Dodd Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.
• If not already registered, pass the Securities Industry Essentials exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting.
• Meet the position’s applicable loan-originator qualification requirements, including NMLS registration under the SAFE Act and ongoing compliance with registration, renewal, and update requirements.
• Employment offer is contingent on the company’s review of criminal conviction history and other applicable background, credit, and NMLS information.

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 using an advice-based approach and ensure 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.
• Help clients use self-service options to access their accounts 24 hours a day, seven days a week.
• Acquire new clients by actively 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