Private Client Banker - Peninsula Market - Millbrae, CA

JPMorganChase • Millbrae, CA

3d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You help acquire new clients by actively soliciting referrals and developing internal and external sources. The role provides education and advice tailored to customers’ financial needs and supports Chase’s Customer Promise of helping people make the most of their money and lives.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. An employment offer is contingent on JPMorgan Chase’s review of relevant criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and general fitness. Continued employment depends on compliance with applicable requirements, including successful NMLS registration after starting and timely annual renewal and updates. The position is also subject to Section 19 of the Federal Deposit Insurance Act, including review of criminal conviction history.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of Branch Banking Banker experience or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not already registered, beginning October 1, 2018, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required or must be successfully completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act requirements, including applicable Loan Originator qualification requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• NMLS registration under the SAFE Act of 2008, with successful registration immediately after starting and timely annual renewal and required updates thereafter.
• Employment is contingent on applicable criminal conviction history review under the Dodd Frank/Truth in Lending Act and Federal Deposit Insurance Act; the posting states that a felony conviction within the last seven years disqualifies candidates.

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 each client receives 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 sharing and setting up self-service options available 24 hours a day, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Generate growth in client balances through a proactive and disciplined approach.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED