Private Client Banker Contra Costa Blvd- Pleasant Hill, CA
About The Position
As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by providing attentive, welcoming service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances, recommend suitable products and services, and help acquire new clients through referrals and internal and external sources. You are expected to create memorable client experiences, build trust through consultative communication, and connect clients with digital banking tools and specialized financial experts. The role also requires learning banking products and procedures and adhering to company policies, procedures, and regulatory requirements. This position is subject to requirements under Section 19 of the Federal Deposit Insurance Act and the Dodd-Frank/Truth in Lending Act. Employment is contingent on applicable reviews and compliance with Loan Originator requirements, including NMLS registration under the SAFE Act.
Requirements
- At least 1 year of branch banking banker experience or equivalent financial services sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- 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 internal and external risk and compliance obligations, including completing required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
- Ability to work branch hours, including weekends and some evenings.
- Must meet applicable Federal Deposit Insurance Act, Dodd-Frank/Truth in Lending Act, Loan Originator, and SAFE Act requirements, including NMLS registration and ongoing renewal and updates.
Nice To Haves
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment that exceeds client expectations.
- Share the value of Chase Private Client with eligible clients.
- Manage assigned clients and their banking relationships using an advice-based approach to recommend products and services that meet their financial needs.
- Communicate clearly, politely, and consultatively; ask questions, listen, anticipate 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 quickly and accurately to consult with clients about banking solutions.
- Collaborate with and connect clients to experts for specialized financial needs.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Follow company policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
