Private Client Banker - Main and Newell - Walnut Creek, CA

Private Client Banker - Main and Newell - Walnut Creek, CA

Join to apply for the Private Client Banker - Main and Newell - Walnut Creek, CA role at JPMorgan Chase

$25.00/hr - $32.69/hr

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise – helping them make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.

As a Private Client Banker in Branch Banking, 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

• Share the value of Chase Private Client with clients that may be eligible.
• Actively manage the banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Make 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.
• Adhere to policies, procedures, and regulatory banking requirements.

• 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.
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essentials (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 180 days of starting the role.
• Compliance with Dodd‑Frank/Truth in Lending Act.
• 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.

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation with a commitment to a long‑term career with the firm.

This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer for this position is contingent on JPMorgan Chase’s review of your criminal conviction history, credit report, information available through NMLS, and any other relevant information. Any felony conviction within the last seven years will disqualify you from consideration for this position. Continued employment would be contingent upon compliance with the Truth in Lending Act/Dodd‑Frank Loan Originator requirements, including National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of…