Private Client Banker - West Hollywood Hills Market - Los Angeles, CA

JPMorganChase•Los Angeles, CA

3d•Onsite

About The Position

As a Private Client Banker in a Chase Branch, you represent the company’s brand and culture by providing attentive, welcoming service to affluent and other branch clients. You manage clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and recommend suitable products and services. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role includes connecting clients with banking technology and collaborating with experts to address specialized financial needs. The position is subject to regulatory requirements, including applicable loan-originator qualifications and NMLS registration under the SAFE Act.

Requirements

Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
At least 1 year of experience as a Branch Banking Banker or equivalent experience in financial services sales, with demonstrated 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 operate 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. Applicants who are not licensed must obtain the licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
Successful completion of applicable employment screening and compliance requirements, including requirements related to criminal conviction history and financial responsibility.
NMLS registration under the SAFE Act, or updating an existing registration as necessary, and compliance with registration, renewal, and update requirements.

Nice To Haves

College degree or military equivalent.
Experience cultivating relationships with affluent clients.

Responsibilities

Deliver attentive, friendly service and create a welcoming environment for clients.
Explain the value of Chase Private Client to eligible clients.
Manage assigned clients and their banking relationships using an advice-based approach, recommending products and services suited to their financial needs.
Communicate clearly and consultatively, asking questions, listening, anticipating needs, and building trust.
Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
Learn banking products, services, and procedures quickly and accurately to consult with clients effectively.
Collaborate with and connect clients to the appropriate team experts for specialized financial needs.
Follow policies, procedures, and regulatory banking requirements.
Acquire new clients through referrals and by developing internal and external sources.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
Work branch hours, including weekends and some evenings.
Meet applicable loan-originator qualification and NMLS registration requirements, including registration or updates after starting and required renewals.