Affluent Private Client Banker - Coastal San Diego

JPMorganChase; Del Mar (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in the Branch Banking segment seeks a Private Client Banker to serve a select group of affluent clients and other customers. You will manage the full banking relationship with a proactive, advice-based approach, driving growth while coordinating with Specialists for specialized needs.

The role requires building long-term client relationships, meeting regulatory requirements, and working flexible hours, including weekends and some evenings, to serve clients effectively.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• NMLS registration required after start date under the SAFE Act.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach to deliver best products.
• Partners with Specialists to connect clients to experts for specialized needs.
• Makes lives of clients easier by enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Advisory approach

Excellent communication

Customer service

Team orientation

Education

High school diploma

College degree preferred

Job description

JPMorganChase in the Branch Banking segment seeks a Private Client Banker to serve a select group of affluent clients and other customers. You will manage the full banking relationship with a proactive, advice-based approach, driving growth while coordinating with Specialists for specialized needs.

The role requires building long-term client relationships, meeting regulatory requirements, and working flexible hours, including weekends and some evenings, to serve clients effectively.