JPMorgan Chase Careers | Private Client Banker Job, San Jose, CA

JPMorgan Chase & Co

Job Description

Private Client Banker

As a Private Client Banker, you are the main point of contact for a select group of Chase’s affluent clients, as well as other customers in the Branch. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources.

Duties and Responsibilities

Your main responsibilities in this role include the following:

• Sharing the value of Chase Private Client with clients that may be eligible

• Actively managing their banking relationship through an advice-based approach, ensuring each client receives the best products, services for his or her needs

• Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs

• Making 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

• Adhering to policies, procedures and regulatory banking requirements

Job Requirements

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

• Experience cultivating relationships with affluent clients is strongly preferred

• Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 120 days of starting the role

• Compliance with Dodd Frank/Truth in Lending Act*

• Strong team orientation with a commitment of long-term career with the firm

• Excellent communication skills

• College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required

• Adherence to policies, procedures, and regulatory banking requirements

• Ability to work branch hours, including weekends and some evenings

• To be considered for this role, you may be required to complete a video interview powered by HireVue

Job Details

Company Name: JPMorgan Chase & Co

Employment Type: Full-time

Job Location: San Jose, CA, United States

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