Senior Private Client Banker - JPM Financial Center Pine and Front - San Francisco, CA

JPMorgan Chase • San Francisco, CA

104d

About The Position

We believe in making dreams possible for everyone, every day. You'll be at the heart of this mission, creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, creating personalized experiences, exceeding expectations, and embracing diversity and inclusion. As a Senior Private Client Banker in a JPMorgan or Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering J.P.Morgan products, banking solutions and cutting-edge financial technology to a select group of affluent clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances and help them achieve their financial goals. You will acquire new clients by actively soliciting referrals and developing internal and external sources. You will collaborate with colleagues in joint meetings and work as part of a dynamic team to achieve outstanding business results.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to deepen client relationships.
• 2+ years Branch Banking Banker, or equivalent experience in financial services sales, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation.
• Ability to create memorable experiences for clients - elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.

Nice To Haves

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

Responsibilities

• Put clients first and exceed their expectations - share the exciting benefits of our new Private Client tiered product suite and relationship program with clients who may qualify, helping them unlock exclusive advantages.
• Actively manage the banking relationships of clients and their families with a personalized, advice-driven approach.
• Deliver exceptional service, resolve issues from start to finish, and ensure each client enjoys the best products, premium service, and relationship pricing.
• Help clients fully leverage their connection with JPMorganChase.
• Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
• Collaborate with Private Client Advisors and Private Client Investment Associates to offer comprehensive family and life planning services for clients and their beneficiaries.
• Work closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs.
• Serve as a dedicated point of contact to make clients' lives easier by resolving banking issues on their behalf.
• Maintain a holistic view of all their products, personal connections, key partners, and interactions with JPMorganChase.
• Take responsibility for operational risk and control, while strictly adhering to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED