Private Client Banker - Valley View and Ball Rd - Cypress CA
On-site · Cypress, California, United States
Cypress, California, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Banker in Cypress, CA handles affluent clients within Branch Banking, building and maintaining banking relationships, collaborating with Specialists to connect clients with experts, promoting self-service access, and ensuring adherence to regulatory requirements while delivering education and advice tailored to clients' financial needs.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- SIE exam and FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days
- Compliance with Dodd Frank/Truth in Lending Act
- High school degree, GED, or foreign equivalent
- NMLS registration under the SAFE Act of 2008 (required upon active employment)
- Willingness to work branch hours, including weekends and some evenings
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