Relationship-Driven Private Client Banker

JPMorganChase; Calabasas (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Banker to serve as the main contact for a select group of affluent clients and other branch customers. You will manage complete banking relationships with a proactive, education-focused approach to grow balances and referrals.

The role requires 1+ year banking experience, regulatory knowledge, and readiness to work branch hours including weekends. A strong emphasis on compliance and excellent communication is essential.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.

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 to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Cross-selling

Excellent communication

Regulatory compliance

Time management

Team collaboration

Education

Bachelor's degree (preferred)

FINRA Series 6/7

SIE exam

State registrations (63/66)

Life licenses

High school diploma or equivalent

Tools

CRM software

Job description

JPMorgan Chase & Co. in California seeks a Private Client Banker to serve as the main contact for a select group of affluent clients and other branch customers. You will manage complete banking relationships with a proactive, education-focused approach to grow balances and referrals.

The role requires 1+ year banking experience, regulatory knowledge, and readiness to work branch hours including weekends. A strong emphasis on compliance and excellent communication is essential.