Private Client Banker - Chinatown Grant Branch - Bilingual in English and Cantonese Required - San Francisco, CA
On-site · San Francisco, California, United States
Job Summary
Private Client Banker in San Francisco, CA builds relationships with Chase’s affluent clients, manages banking relationships with an advice-based approach, partners with specialists to connect clients to experts, and promotes self-service options. Requires experience in branch banking, compliance with banking regulations, and bilingual proficiency in English and Cantonese. Role involves weekend/evening shift availability and potential licensing requirements (SIE, FINRA Series 6/7, Life licenses) with mandatory NMLS/SAFE Act compliance; aligns with Chase Private Client services and lending practices.
Required Qualifications
- High school degree, GED, or foreign equivalent
- 1+ year Branch Banking Banker or equivalent experience in financial services
- SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days
- Adherence to Dodd Frank/Truth in Lending Act
- NMLS registration and SAFE Act compliance
- Bilingual in English and Cantonese
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