Private Client Banker - La Jolla Village Center - La Jolla, CA
On-site · La Jolla, California, United States
Job Summary
Private Client Banker in La Jolla handles a focused banking relationship for affluent clients, proactively using an advice-based approach to offer the best products and services, partnering with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, and facilitating access to self-service options 24/7 while complying with banking regulations and policies. The role emphasizes acquiring new clients through referrals and internal/external networks, cultivating and deepening relationships, and delivering education and guidance tailored to clients' financial needs.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships 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
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
- College degree or military equivalent
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.