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

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JP Morgan Chase & Co.

2mo ago

Applications are closed

  • Job
    Full-time
    Entry Level
  • Customer Relations
  • Los Angeles

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

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

JP Morgan Chase & Co.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.