Private Client Banker - Peninsula Market - Millbrae, CA

JPMorgan Chase & Co. • Millbrae, CA

3d • $25 - $33

About The Position

The Private Client Banker in Branch Banking serves as the main point of contact for a select group of Chase’s affluent clients and other branch customers. The role manages clients’ banking relationships across the company using a proactive, disciplined, advice-based approach to meet their financial needs and grow balances. The banker also helps acquire new clients through referrals and internal and external sources, connects customers with specialized financial experts, and supports Chase’s commitment to welcoming and valuing customers and employees.

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 (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.
• 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.
• Register with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act, or update an existing registration as necessary, and comply with registration, renewal, and update requirements.
• Meet Section 19 of the Federal Deposit Insurance Act requirements; employment is contingent on a review of criminal conviction history.

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, and Business Relationship Managers to connect customers with experts for specialized financial needs.
• Help clients access their accounts conveniently by explaining and setting up self-service options available 24/7.
• 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
• Career Level: Entry Level
• Education Level: High school or GED