Affluent Client Relationship Banker

JPMorganChase; Carlsbad (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase in Carlsbad, CA seeks a Private Client Banker in Branch Banking to manage affluent clients' relationships with a proactive, advice-driven approach. You will collaborate with specialists to connect clients to experts and facilitate self-service access to accounts around the clock.

The role emphasizes compliance with regulatory banking requirements and the ability to work weekends and some evenings, with licenses required or to be completed within six months of starting.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE exam and FINRA licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Adherence to policies, procedures, and regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Compliance with regulations

SIE/FINRA licensing

Branch banking experience

Customer service orientation

Communication skills

Education

High school degree / GED

College degree or military equivalent

Job description

JPMorgan Chase in Carlsbad, CA seeks a Private Client Banker in Branch Banking to manage affluent clients' relationships with a proactive, advice-driven approach. You will collaborate with specialists to connect clients to experts and facilitate self-service access to accounts around the clock.

The role emphasizes compliance with regulatory banking requirements and the ability to work weekends and some evenings, with licenses required or to be completed within six months of starting.