Private Client Banker - Mission Street and Shaw Branch- San Francisco, CA
JPMorgan Chase & Co. · CA, US
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About the Role
As a Private Client Banker, you will be the main point of contact for a select group of Chase’s affluent clients and other branch customers. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances and acquire new clients by actively soliciting referrals and developing internal and external sources.
Responsibilities
- Shares the value of Chase Private Client with eligible clients.
- Actively manages banking relationships through an advice-based approach, ensuring clients receive the best products and services.
- Partners with Specialists to connect customers to experts for specialized financial needs.
- Makes clients' lives more convenient by sharing and setting up self-service options for 24/7 account access.
- Adheres to policies, procedures, and regulatory banking requirements.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
- Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required, or must be successfully completed within 180 days of starting the role (if not currently registered as of Oct. 1, 2018).
- Compliance with Dodd Frank/Truth in Lending Act.
- High school degree, GED, or foreign equivalent.
- Adherence to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- Employment offer is contingent on JPMC's review of criminal conviction history, credit report, NMLS information, and other relevant factors for financial responsibility, good character, and general fitness.
- Felony conviction within the last seven years will disqualify you.
- Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
- Employment is contingent upon successful NMLS registration immediately after the start date and timely completion of annual renewal and required updates.
- Employment is subject to Section 19 of the Federal Deposit Insurance Act, contingent on review of criminal conviction history.
Skills
- Excellent communication skills
- Strong team orientation
Location
- Branch Banking
Work Type
- Branch hours, including weekends and some evenings
Experience Level
- 1+ year experience
Education Level
- High school degree, GED, or foreign equivalent
- College degree or military equivalent (preferred)
About the Company
- Chase is a financial institution focused on helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to their financial needs.
Equal Opportunity
- Strong commitment to diversity and inclusion.