Private Client Banker Contra Costa Blvd- Pleasant Hill, CA
About The Position
As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company using a proactive, advice-based approach to help address their financial needs and grow their balances. You also help acquire new clients through referrals and internal and external sources. The role involves learning and explaining banking products, services, procedures, and digital banking tools, while collaborating with specialists to connect clients with support for more complex financial needs. The position must follow applicable policies, procedures, risk standards, and regulatory requirements. Employment is contingent on specified background and qualification reviews, and the role requires NMLS registration under the SAFE Act.
Requirements
- At least 1 year of branch banking banker experience or equivalent financial-services sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
- Ability to create memorable client experiences and resolve client issues quickly and effectively with attention to detail.
- Ability to meet internal and external risk and compliance obligations, including completing required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements. Applicants who are not licensed must obtain the licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
- Ability to work branch hours, including weekends and some evenings.
- Must meet applicable Federal Deposit Insurance Act Section 19 review requirements.
- Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; continued employment is contingent on compliance.
- Must register with or update the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting, and complete annual renewals and required updates.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Provide attentive, friendly service and create a welcoming client experience; explain the value of Chase Private Client to eligible clients.
- Manage assigned clients and their banking relationships through an advice-based approach, recommending suitable products and services.
- Communicate consultatively, ask questions, listen, and anticipate client needs to build trust.
- Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures, and connect clients with internal experts for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Acquire new clients through referrals and internal and external sources.
- Operate within established risk parameters and meet risk, compliance, and training obligations.
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
