Chase Bank

Private Client Banker - Pacific Beach Downtown Branch

Chase Bank

San Diego, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Chase Bank, we believe that building strong relationships with our clients is the key to providing exceptional financial services. That's why we are looking for a dynamic and personable Private Client Banker to join our team at the Pacific Beach Downtown Branch. Our ideal candidate is someone who is passionate about helping clients achieve their financial goals and has a strong background in banking and sales. If you are a driven and customer-focused individual with a strong understanding of the financial industry, we want to hear from you!

  1. Build and maintain strong relationships with clients to provide exceptional financial services.
  2. Assist clients in achieving their financial goals by understanding their needs and offering personalized solutions.
  3. Serve as the main point of contact for high-value clients, providing excellent customer service and addressing any inquiries or concerns.
  4. Develop a deep understanding of Chase Bank's products and services to effectively recommend and cross-sell to clients.
  5. Meet and exceed sales goals by actively prospecting and acquiring new clients, as well as deepening relationships with existing clients.
  6. Stay up-to-date with industry trends and best practices to provide clients with the most relevant and valuable financial advice.
  7. Collaborate with other team members and departments to ensure seamless and efficient client experiences.
  8. Adhere to all banking regulations and compliance policies to maintain the highest level of integrity and risk management.
  9. Continuously seek opportunities to improve processes and enhance the client experience.
  10. Represent Chase Bank in a professional and positive manner at all times.
Where is this job?
This job is located at San Diego, CA, USA
Job Qualifications
  • Bachelor's Degree In Business Administration, Finance, Or A Related Field.

  • Strong Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

  • Minimum Of 3 Years Experience In Banking Or Financial Services, Preferably In A Client-Facing Role.

  • In-Depth Knowledge Of Financial Products And Services, Including Investments, Lending, And Wealth Management.

  • Series 7 And 66 Securities Licenses, Or Willingness To Obtain Within 6 Months Of Hire.

Required Skills
  • Financial Planning

  • Relationship Building

  • Risk assessment

  • Credit management

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Client Servicing

  • Cash

  • Investment Advisory

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Private Client Banker - Pacific Beach Downtown Branch in San Diego, CA, USA is $58,000 to $80,000 per year. This can vary based on the individual's experience, qualifications, and specific job responsibilities.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 25th, 2025
Apply BeforeNovember 16th, 2025
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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