Private Client Banker - Peninsula Market - San Mateo, CA
On-site · San Mateo, California, United States
San Mateo, California, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Client Banker in Branch Banking at Chase serves affluent clients by managing their banking relationships with an advice-based approach, coordinating with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) and connecting clients to tailored products and services, while helping clients access self-service options and complying with regulatory banking requirements.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- Securities Industry Essentials (SIE) exam
- FINRA Series 6/7
- state registration (including 63 or 66 if required)
- Life licenses
- Compliance with Dodd Frank/Truth in Lending Act
- High school degree, GED, or foreign equivalent
- NMLS registration/SAFE Act requirements
- Background checks including criminal history and credit report
- Ability to work branch hours, including weekends and some evenings
Additional Requirements
- felony conviction within the last seven years will disqualify from consideration
- NMLS registration requirements and annual renewals
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