Private Client Banking Advisor

JP Morgan Chase; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in San Francisco seeks a Branch Banking Banker to advise clients and manage relationships for Chase Private Client services. You will coordinate with specialists to tailor banking solutions and facilitate self-service access, aiming to enhance client value and satisfaction.

The role requires regulatory compliance, appropriate licenses or timely completion, and willingness to work weekends/evenings in a busy branch environment.

Qualifications

• 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, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam and FINRA Series 6/7, state registration and Life licenses required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• 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 to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Education

High school degree or GED

College degree or military equivalent

SIE exam

FINRA Series 6/7

State registrations (63/66)

Life licenses

Dodd-Frank compliance

Job description

JPMorgan Chase in San Francisco seeks a Branch Banking Banker to advise clients and manage relationships for Chase Private Client services. You will coordinate with specialists to tailor banking solutions and facilitate self-service access, aiming to enhance client value and satisfaction.

The role requires regulatory compliance, appropriate licenses or timely completion, and willingness to work weekends/evenings in a busy branch environment.