Private Client Banker - San Mateo Branch - San Mateo, CA
About The Position
The Private Client Banker in Branch Banking is the main point of contact for a select group of Chase affluent clients and other branch customers. The role manages complete banking relationships across the company using a proactive, disciplined, advice-based approach to grow client balances, acquire new clients, and ensure customers receive products and services suited to their needs. The banker shares the value of Chase Private Client, connects customers with specialists for complex financial needs, and helps clients use convenient self-service banking options. The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, SAFE Act NMLS registration, and Section 19 of the Federal Deposit Insurance Act. Continued employment is contingent on compliance with these requirements and applicable reviews.
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.
- If not already registered, pass the Securities Industry Essentials exam, FINRA Series 6/7, applicable state registrations (including Series 63 or 66 if required), and Life licenses, or complete them successfully within 180 days of starting.
- Comply with Dodd Frank/Truth in Lending Act requirements.
- High school degree, GED, or foreign equivalent.
- Adhere to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- Meet applicable Loan Originator qualification requirements, including the required review of criminal conviction history, credit report, NMLS information, and other relevant information.
- Register with or update the National Mortgage Licensing System and Registry under the SAFE Act after starting employment, and comply with registration, renewal, and update requirements.
- Meet Section 19 of the Federal Deposit Insurance Act 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 clients receive products and services suited to their needs.
- Partner with Private Client Advisors, Mortgage Bankers, Business Relationship Managers, and other specialists to connect customers with experts.
- Help clients access their accounts 24/7 by sharing and setting up self-service options.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
