JP Morgan Chase

Runs a consumer bank and an investment bank

Private Client Banker Oak Grove & Ygnacio Branch - Walnut Creek, CA

Retail & Commercial BankingUpdated on Nov 10

Full-timeWalnut Creek, CA, USA$25 - $32.69In-person

About the Job

Requirements

Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
At least one year of branch banking banker experience or equivalent financial services sales experience, with proven success acquiring new clients, deepening relationships, and generating revenue.
Ability to tailor product and service features and benefits to clients with differing needs in in-person and telephone conversations.
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 exam, FINRA Series 6, state registration including Series 63 if required, and life licenses; unlicensed applicants must obtain required licenses through the company's licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Subject to review under Section 19 of the Federal Deposit Insurance Act, including review of criminal conviction history.
Must meet Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including reviews of criminal conviction history, credit report, NMLS information, and other relevant information; any felony conviction within the last seven years disqualifies candidates.
Must register with the National Mortgage Licensing System and Registry or update existing registration after starting, and maintain compliance through annual renewals and required updates.

Responsibilities

Deliver attentive and friendly service, create a welcoming environment, and share the value of Chase Private Client with 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 to understand clients, ask questions, listen, anticipate needs, 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 to consult effectively about banking solutions, and collaborate with and connect clients to experts for specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Represent the brand and culture by serving affluent and other branch clients, managing their complete banking relationships across the company, and taking a proactive approach to growing balances.
Acquire new clients by soliciting referrals and developing internal and external sources.

Desired Qualifications

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

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.

As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase’s affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job responsibilities

Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adheres to policies, procedures, and regulatory banking requirements.

Required qualifications, capabilities, and skills

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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our 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.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC’s licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.

Preferred qualifications, capabilities, and skills

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

Federal Deposit Insurance Act

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default

Base Pay/Salary: Walnut Creek,CA $25.00-$32.69

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

Recently Posted Jobs

Explore more opportunities at JP Morgan Chase

See more jobs