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

JPMorgan Chase & Co. • Los Angeles, CA

3d • $23 - $33 • Onsite

About The Position

As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by delivering welcoming, attentive service and banking solutions to affluent Chase Private Client customers and other branch clients. You manage clients’ overall banking relationships across the company, using a proactive, disciplined, advice-based approach to identify financial needs, recommend appropriate products and services, and grow client balances. You also help acquire clients by soliciting referrals and developing internal and external sources. The position requires compliance with banking policies, procedures, regulatory requirements, and applicable licensing and registration rules.

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 sales experience, with demonstrated success acquiring 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 promptly 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.
• 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.
• Ability to work branch hours, including weekends and some evenings.
• Required NMLS registration under the SAFE Act, with successful registration immediately after the start date and timely completion of annual renewals and required updates.
• Must meet applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and Section 19 of the Federal Deposit Insurance Act.

Nice To Haves

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

Responsibilities

• Deliver attentive, friendly service and a welcoming environment, exceed client expectations, and explain the value of Chase Private Client to eligible clients.
• Manage assigned clients and their banking relationships using an advice-based approach to recommend products and services suited to their financial needs.
• Communicate clearly, politely, and consultatively; ask questions and listen to understand client needs, anticipate them, 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 on banking solutions and connect clients with specialized experts as needed.
• Follow company policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.

Benefits

• Competitive total rewards package, including base salary.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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