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JPMorgan Chase1 month ago
EXPIRED

Private Client Banker - Florin West Branch - Sacramento, CA

On-site · Sacramento, California, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services

Job Summary

Private Client Banker in Branch Banking at Chase’s Florin West Branch (Sacramento, CA) serves affluent clients with an advice-based approach, managing complete banking relationships, acquiring and expanding client balances, and coordinating with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect clients with expert financial help. Responsibilities include proactively soliciting referrals, promoting self-service access, and adhering to regulatory banking requirements. Key skills include relationship development, excellent communication, and experience in new client acquisition and revenue generation for financial services; required qualifications include 1+ year in branch banking or equivalent, SIE and FINRA 6/7 (plus state registrations and Life licenses within 180 days), compliance with Dodd-Frank/Truth in Lending, and a high school degree (college degree preferred). The role requires ability to work hours including weekends and some evenings, with a strong emphasis on long-term career growth and client service within the private-banking segment.

Required Qualifications

  • 1+ year Branch Banking Banker or equivalent experience in financial services
  • Securities Industry Essential (SIE) exam and FINRA Series 6/7 (and state registrations, including 63 or 66 if required) and Life licenses required or must be completed within 180 days
  • Dodd Frank/Truth in Lending Act compliance
  • High school degree, GED, or foreign equivalent
  • Ability to work branch hours, including weekends and some evenings
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JPMorgan Chase

Private Client Banker - Florin West Branch - Sacramento, CA

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