Private Client Banker Oak Grove & Ygnacio Branch, Walnut Creek, 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 to affluent clients and other branch clients. You manage clients’ banking relationships across the company with a proactive, disciplined, advice-based approach, aiming to grow balances and recommend suitable products and services. You also help acquire new clients through referrals and internal and external sources. The role includes educating clients about digital banking tools, learning and explaining banking products and procedures, and connecting clients with specialists for more complex financial needs. The position is based at the Oak Grove & Ygnacio Branch in Walnut Creek, California, and requires working branch hours, including weekends and some evenings.
Requirements
- Demonstrated success acquiring and deepening client relationships through a value-added, relationship-oriented approach.
- At least 1 year of branch banking banker experience or equivalent financial services sales experience, with proven success acquiring new clients, deepening relationships, and generating revenue.
- Ability to create memorable client experiences.
- Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to work within established risk parameters and meet risk and compliance obligations.
- 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. Unlicensed applicants must obtain licenses through JPMorgan Chase’s licensing program within 180 days of hire; study materials and support are provided.
- Ability to work branch hours, including weekends and some evenings.
- The role is subject to Section 19 of the Federal Deposit Insurance Act and applicable Dodd-Frank/Truth in Lending Act requirements for Loan Originators, including review of criminal conviction history and other relevant information.
- Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act, or updating an existing registration, after starting employment, and compliance with registration, renewal, and update requirements.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Provide attentive, friendly service and create a welcoming environment that exceeds client expectations.
- Explain the value of Chase Private Client to eligible clients.
- Proactively manage assigned clients and their banking relationships using an advice-based approach to recommend suitable products and services.
- Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures to consult effectively about banking solutions.
- Collaborate with and connect clients to specialists for specialized financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Meet internal and external risk and compliance obligations, including completing required training.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
