Logo of Huzzle

Job

Private Client Banker - Santa Monica Saltair - Los Angeles, Ca

💼 Graduate Job

Los Angeles

AI generated summary

  • You need successful relationship-building experience in financial services, must pass required exams/licenses, adhere to regulations, and work flexible hours. Preferred college degree, affluent client exp, and strong team commitment.
  • You will share the value of Chase Private Client, actively manage banking relationships, connect clients with specialists, set up self-service options, and adhere to policies and regulations.

Graduate Job

Customer RelationsLos Angeles

Description

  • 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. 

Requirements

  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
  • 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 180 days of starting the role
  • Compliance with Dodd Frank/Truth in Lending Act*
  • 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
  • Preferred Qualifications, Capabilities and Skills:
  • Excellent communication skills
  • College degree or military equivalent strongly preferred
  • Experience cultivating relationships with affluent clients is strongly preferred
  • Strong team orientation with a commitment of long-term career with the firm

Area of Responsibilities

Customer Relations

Responsibilities

  • Share the value of Chase Private Client with clients that may be eligible
  • Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, 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

Details

Work type

Full time

Work mode

office

Location

Los Angeles