Elite Private Client Banker – Coastal San Diego

Next Frontier Capital; Del Mar (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking. You will be the primary contact for a select group of affluent clients, managing their complete banking relationship with an advisory approach and proactive service.

You will partner with Specialists to connect clients to experts for specialized financial needs, while promoting self-service options and 24/7 access. This role requires compliance with Dodd-Frank, FINRA and licensing standards where applicable.

Qualifications

• Demonstrated success using a relationship-focused approach to acquire and deepen client relationships.
• 1+ year in branch banking or equivalent financial services experience with new client acquisition.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advice-based approach.
• Connect clients to specialists for tailored financial needs.
• Promote self-service access and 24/7 account availability.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication

Sales/financial services

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking. You will be the primary contact for a select group of affluent clients, managing their complete banking relationship with an advisory approach and proactive service.

You will partner with Specialists to connect clients to experts for specialized financial needs, while promoting self-service options and 24/7 access. This role requires compliance with Dodd-Frank, FINRA and licensing standards where applicable.