Private Client Banker Sonoma Market- Santa Rosa, CA

JPMorgan Chase & Co. • Santa Rosa, CA

7d • $25 - $33 • Onsite

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 help acquire new clients by actively soliciting referrals and developing internal and external sources. The role focuses on building lasting relationships, providing advice tailored to clients’ financial needs, and helping customers make the most of their money.

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, candidates not currently registered must pass the Securities Industry Essential (SIE) 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 the role.
• Compliance with Dodd Frank/Truth in Lending Act qualification 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.
• Required NMLS registration under the SAFE Act of 2008, or updating an existing registration as necessary, immediately after starting employment; continued employment depends on compliance with registration, annual renewal, and update requirements.
• Employment is contingent on reviews of criminal conviction history and other information relevant to applicable banking, lending, and licensing 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, 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, seven 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
• Education Level: High school or GED