Private Client Banker - Manhattan Beach Village - Manhattan Beach, CA

$46,800 - $57,990/Yr

JPMorgan Chase - Manhattan Beach, CA

Full-time - Entry Level

Manhattan Beach, CA

10,001+ employees

Credit Intermediation and Related Activities

About the position

As a Private Client Banker at JPMorgan Chase, you will serve as the primary contact for a select group of affluent clients, managing their complete banking relationships. Your role involves providing tailored financial advice, acquiring new clients, and ensuring a high level of customer satisfaction through proactive engagement and relationship management. You will work closely with specialists to connect clients with the appropriate financial services and products, all while adhering to regulatory requirements and company policies.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options
• Adheres to policies, procedures, and regulatory banking requirements

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
• High school degree, GED, or foreign equivalent
• Ability to work branch hours, including weekends and some evenings

Nice-to-haves

• 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

Benefits

• Health insurance
• Retirement plan
• Tuition reimbursement