Private Client Banker Oak Grove & Ygnacio Branch, Walnut Creek, CA
About The Position
As a Private Client Banker in a Chase branch, you represent the company’s brand and culture by delivering attentive, welcoming service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company using a proactive, advice-based approach to grow balances, recommend products and services, and address financial needs. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role requires compliance with banking policies, procedures, regulations, and applicable licensing and registration requirements. Employment offers are contingent on the background and qualification reviews described under the Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act. NMLS registration under the SAFE Act is required, with continued employment contingent on compliance.
Requirements
- Demonstrated success acquiring and deepening client relationships using a value-added, relationship-oriented approach.
- 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.
- Ability to create memorable client experiences and elevate the client experience.
- 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 internal and external risk and compliance obligations, including 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 are minimum requirements. Unlicensed applicants must obtain the 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 Section 19 of the Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act qualification requirements; the offer is contingent on the stated reviews.
- NMLS registration under the SAFE Act of 2008 is required, with registration or updates required after starting and annual renewal and updates thereafter.
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; share the value of Chase Private Client with eligible clients.
- Actively manage assigned clients and their banking relationships through an advice-based approach, recommending suitable products and services.
- Communicate clearly, politely, and consultatively; ask questions, listen, anticipate client needs, and build trust.
- Educate clients about and connect them to banking technology, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately; consult with clients on banking solutions and connect them with specialists for their financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Acquire new clients through referrals and internal and external sources, and work proactively to grow client balances.
- Meet risk and compliance obligations, complete required training, and operate within established risk parameters.
- Work branch hours, including weekends and some evenings.
- Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete annual renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
