Fairygodboss
Private Client Banker - La Jolla Downton Branch - La Jolla, CA
Fairygodboss, San Diego, California, United States, 92189
Why you should apply for a job to JPMorgan Chase:
61%
say women are treated fairly and equally to men 77%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Position summary
Developing internal and external sources. Job responsibilities
Shares the value of Chase Private Client with eligible clients. Actively manages banking relationships through an advice-based approach, ensuring clients receive the best products and services for their needs. Partners with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect customers with experts for specialized financial needs. Makes clients' lives more convenient by sharing and setting up self-service options for 24/7 account access. Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills
Demonstrated success in using a relationship-oriented approach to acquire and deepen client relationships. At least 1 year of Branch Banking Banker or equivalent experience in financial services, with success in client acquisition, relationship cultivation, and revenue generation. Starting Oct. 1, 2018, if not 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 completed within 180 days. Compliance with Dodd Frank/Truth in Lending Act. High school diploma, GED, or foreign equivalent. Ability to work branch hours, including weekends and some evenings. Preferred qualifications, capabilities, and skills
College degree or military experience. Experience working with affluent clients. Strong team orientation and commitment to a long-term career with the firm. Additional requirements
This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on review of criminal history, credit report, and other relevant information to demonstrate financial responsibility and good character. A felony conviction within the last seven years disqualifies candidates. Continued employment depends on compliance with these regulations, including registration with the NMLS under the SAFE Act of 2008. Registration must be completed upon employment and renewed annually. Further details can be found at:
NMLS website . About us
JPMorgan Chase is a leading financial services firm helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create lifelong relationships and prioritize our customers. We offer competitive rewards, benefits, and programs including health coverage, wellness centers, retirement plans, and more. We value diversity and are an equal opportunity employer, providing accommodations for applicants and employees as needed. About the team
Our Consumer & Community Banking division offers services including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, aiming for high customer satisfaction.
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61%
say women are treated fairly and equally to men 77%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Position summary
Developing internal and external sources. Job responsibilities
Shares the value of Chase Private Client with eligible clients. Actively manages banking relationships through an advice-based approach, ensuring clients receive the best products and services for their needs. Partners with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect customers with experts for specialized financial needs. Makes clients' lives more convenient by sharing and setting up self-service options for 24/7 account access. Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills
Demonstrated success in using a relationship-oriented approach to acquire and deepen client relationships. At least 1 year of Branch Banking Banker or equivalent experience in financial services, with success in client acquisition, relationship cultivation, and revenue generation. Starting Oct. 1, 2018, if not 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 completed within 180 days. Compliance with Dodd Frank/Truth in Lending Act. High school diploma, GED, or foreign equivalent. Ability to work branch hours, including weekends and some evenings. Preferred qualifications, capabilities, and skills
College degree or military experience. Experience working with affluent clients. Strong team orientation and commitment to a long-term career with the firm. Additional requirements
This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on review of criminal history, credit report, and other relevant information to demonstrate financial responsibility and good character. A felony conviction within the last seven years disqualifies candidates. Continued employment depends on compliance with these regulations, including registration with the NMLS under the SAFE Act of 2008. Registration must be completed upon employment and renewed annually. Further details can be found at:
NMLS website . About us
JPMorgan Chase is a leading financial services firm helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create lifelong relationships and prioritize our customers. We offer competitive rewards, benefits, and programs including health coverage, wellness centers, retirement plans, and more. We value diversity and are an equal opportunity employer, providing accommodations for applicants and employees as needed. About the team
Our Consumer & Community Banking division offers services including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, aiming for high customer satisfaction.
#J-18808-Ljbffr