Private Client Banker - Wilshire - Santa Monica, 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 and other customers in the branch. You manage their complete banking relationship across the company, using a proactive, disciplined, advice-based approach to generate growth in balances and ensure clients receive suitable products and services. You help acquire new clients by soliciting referrals and developing internal and external sources, and connect customers with specialists for their financial needs. You also help clients use self-service options to access their accounts 24 hours a day, seven days a week, while adhering to policies, procedures, and regulatory banking requirements. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent upon applicable reviews and compliance with these requirements. The position is also subject to Section 19 of the Federal Deposit Insurance Act. JPMorganChase offers a competitive total rewards package, including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity. Benefits and programs are based on eligibility. The company is an equal opportunity employer and provides reasonable accommodations for applicants and employees.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least one 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.
- High school degree, GED, or foreign equivalent.
- Compliance with Dodd Frank/Truth in Lending Act requirements.
- If not already registered, Securities Industry Essentials (SIE) exam, FINRA Series 6/7, 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, as stated in the posting.
- NMLS registration or an update to an existing registration under the SAFE Act, with continued employment contingent on compliance, including immediate registration after starting and timely annual renewal and updates.
- Ability to work branch hours, including weekends and some evenings.
- Adherence to policies, procedures, and regulatory banking 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.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Generate growth in client balances through a proactive and disciplined approach.
- Adhere to policies, procedures, and regulatory banking requirements.
Benefits
- Competitive total rewards package, including base salary.
- Commission-based pay and/or discretionary incentive compensation for eligible roles, paid in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
