Affluent Client Relationship Banker

Testing Site - JPMC; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in San Diego is seeking a Private Client Banker to manage affluent clients within a branch, building a comprehensive banking relationship and driving growth through referrals and cross-selling across Chase products.

You will collaborate with specialists to match clients with the right financial solutions while promoting self-service options to enhance convenience and accessibility.

Qualifications

• 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.
• Beginning Oct. 1, 2018, if you are not currently registered, the 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
• 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

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

Job description

JPMorgan Chase in San Diego is seeking a Private Client Banker to manage affluent clients within a branch, building a comprehensive banking relationship and driving growth through referrals and cross-selling across Chase products.

You will collaborate with specialists to match clients with the right financial solutions while promoting self-service options to enhance convenience and accessibility.