Private Client Banker
3 days ago
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 people 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.
Job 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Makes 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
- Adheres 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 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 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 of long-term career with the firm
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase online application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
Federal Deposit Insurance ActThis position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position 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 everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
Base Pay/SalarySan Francisco, CA $25.00 - $30.29 / hour
#J-18808-Ljbffr-
Private Client Banker
3 weeks ago
San Francisco, United States JPMorgan Chase & Co. Full timeYou have an obsession 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 people...
-
Private Client Banker
1 day ago
San Francisco, United States JPMorgan Chase Full time $25 - $30You have an obsession 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 people...
-
Private Client Banker
1 day ago
San Francisco, United States JPMorgan Chase Full time $25 - $30You have an obsession 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 people...
-
Private Client Banker
1 day ago
San Francisco, United States JPMorganChase Full time $25 - $30JOB DESCRIPTION You have an obsession 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...
-
Private Client Banker
1 day ago
San Francisco, United States JPMorganChase Full time $25 - $30JOB DESCRIPTION You have an obsession 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...
-
Private Client Banker
3 weeks ago
San Francisco, United States JPMorgan Chase & Co. Full timeYou have an obsession 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 people...
-
Private Client Banker
3 weeks ago
San Francisco, United States JPMorgan Chase Full timeYou have an obsession 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 people...
-
Real Estate Development Specialist
1 week ago
San Francisco, California, United States Coldwell Banker Full timeUnlock Your Earning Potential as a Coldwell Banker AgentWe are seeking enthusiastic and motivated individuals to join our team of real estate agents. Whether you're new to the industry or an experienced professional, we invite you to apply.About Coldwell Banker: Founded in 1906, we've established ourselves as a leader in the real estate market with over...
-
San Francisco, California, United States Coldwell Banker Full timeCompany OverviewColdwell Banker is a renowned real estate company with a rich history dating back to 1906. With over 3,000 offices in 49 countries and territories, we are committed to providing exceptional service to our clients.
-
Private Mortgage Banker
1 day ago
San Francisco, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.In this role you will:Participate in soliciting residential mortgages from various sourcesProduce high quality jumbo loans which are compliant and provide excellent...
-
Private Mortgage Banker
1 day ago
San Francisco, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.In this role you will:Participate in soliciting residential mortgages from various sourcesProduce high quality jumbo loans which are compliant and provide excellent...
-
Global Client Solutions Analyst
3 days ago
San Francisco, California, United States Citi Full timeAbout the RoleWe are seeking a skilled Global Client Solutions Analyst to join our team in San Francisco. As a key member of our client services group, you will be responsible for delivering wealth management services to our private bank clients with guidance from our banker teams.The ideal candidate will have 2-5 years of relevant experience and possess...
-
Real Estate Professional Seeking Opportunity
1 week ago
San Jose, California, United States Coldwell Banker Full timeAbout the RoleColdwell Banker is seeking a skilled and motivated Real Estate Agent to join their team. As a member of this dynamic team, you will have the opportunity to work with clients across 3,000 offices in 49 countries and territories.Salary and BenefitsReal estate agents at Coldwell Banker are independent contractors, meaning your income potential has...
-
Real Estate Career Opportunities
2 weeks ago
San Diego, California, United States Coldwell Banker Full timeUnlock Your Earning Potential as a Real Estate AgentWe are seeking ambitious individuals to join the Coldwell Banker team. This is an excellent opportunity for those looking to start or advance their real estate career.About Coldwell Banker: As one of the most recognized names in the industry, we offer a comprehensive training program and cutting-edge...
-
San Diego, California, United States Coldwell Banker Full timeAbout UsColdwell Banker, a global leader in the real estate industry since 1906, invites enthusiastic and motivated individuals to join their team.As a Coldwell Banker agent, you will have access to a comprehensive training program, state-of-the-art technology tools, and expert mentorship.Job DescriptionWe are seeking agents who can represent home sellers...
-
Real Estate Opportunity
2 weeks ago
San Diego, California, United States Coldwell Banker Full timeJob OverviewWe are seeking highly motivated individuals to join our team as Real Estate Sales Agents. As a member of Coldwell Banker, you will have the opportunity to build a successful career in real estate and achieve unlimited earnings potential.About UsColdwell Banker is a leading international real estate franchise with over 110 years of experience. We...
-
Property Consultant
1 week ago
San Diego, California, United States Coldwell Banker Full timeUnlock Your Potential as a Real Estate AgentColdwell Banker is seeking dynamic and motivated individuals to join our team as property consultants.We are looking for enthusiastic professionals who want to build a successful career in real estate. As a Coldwell Banker agent, you will have the opportunity to work with a comprehensive training program and...
-
Real Estate Sales Professional
2 weeks ago
San Diego, California, United States Coldwell Banker Full timeAbout Coldwell BankerColdwell Banker is a leading real estate company with a rich history, founded in 1906. We offer a comprehensive training program and cutting-edge technology tools to help you succeed as a real estate agent.We are committed to providing our agents with the best marketing platform in the industry, enabling them to promote their client's...
-
Real Estate Sales Representative
2 weeks ago
San Diego, California, United States Coldwell Banker Full timeAbout the RoleAs a member of the Coldwell Banker team, you will have the opportunity to build a successful real estate career with a comprehensive training program and access to top-notch technology tools.We are seeking enthusiastic and motivated individuals to join our family as independent contractors. If you are unlicensed, we invite you to apply and will...
-
Real Estate Sales Professional
1 week ago
San Diego, California, United States Coldwell Banker Full timeJob OverviewColdwell Banker is recognized nationally and internationally for its quality and innovative approach to meeting the real estate needs of clients.We are seeking enthusiastic and motivated individuals to join our team as independent contractors. If you are unlicensed, you will be contacted by our partnered real estate school with information on how...
