Private Banker
Fairygodboss
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 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 Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans #J-18808-Ljbffr
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit...SuggestedRemote work- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...SuggestedTemporary workWork experience placementLocal area
- Job Title Delivers exceptional customer experience, builds relationships, and helps small business customers succeed financially. Engages customers to probe and understand their financial needs and present products, services and mobile options that align with those ...Suggested
- Engage clients in the lobby to educate and assist with conducting transactions through self-service resources Accurately and efficiently process cash transactions for clients Build relationships with clients to meet financial needs Drive the client experience by managing...Suggested
- Job Details: Job Location: UC San Diego - La Jolla, CA 92093, Salary Range: $25.68 - $32.10 Hourly, POSITION PURPOSE/STATEMENT POSITION PURPOSE/STATEMENT Delivers on University Credit Union’s CHAMPION Values to engage in behaviors that create member and team member loyalty...SuggestedHourly pay
- ...U.S. Bank is seeking a Relationship Banker to build relationships with customers by meeting face to face and engaging them to provide tailored financial counsel. You will assess banking needs, open accounts, and guide customers through deposit and loan options. You will...
$22 - $28 per hour
...“Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are seeking a full-time Branch Relationship Banker (Personal Banker) to join California Bank & Trust in La Jolla, CA . The Branch Relationship Banker plays a key role in delivering comprehensive...Hourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours$27.22 - $33.26 per hour
...thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible...$140k - $195k
Popular is seeking a Commercial Relationship Officer in San Diego, CA to manage community associations. This role emphasizes building and maintaining client relationships while promoting banking solutions to meet client needs. Candidate must have a Bachelor's degree and...Remote work$43.68k - $69.9k
...Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...Full timeWork experience placementWork at office$56.62k - $69.18k
...of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible...Full timeTemporary workLocal area$52k - $55.68k
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$26 - $33 per hour
...Senior Relationship Banker On-Site | San Diego, CA Compensation: $26.00 - $33.00 per hour, plus incentives Actual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related...Hourly payWork at office$25 - $26.77 per hour
Bank Of America Job Posting At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$24.56 - $35.62 per hour
...We're always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels...Night shiftDay shiftAfternoon shift$86.73k - $144.61k
Where Ambition Meets InnovationBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial...Full timeWork at officeWork from homeFlexible hours$47.84k - $68.64k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Full timeTemporary workLocal area- Job Description Job Description General Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to ...Work at office
$24.56 - $35.62 per hour
We’re always looking for diverse, talented, service‑oriented people to join our exceptional team. Position Overview Personal Banker (Member Service Representative II) Salary and Hours Pay Range: $24.56 - $35.62 Scheduled Weekly Hours: 30 Location SchoolsFirst FCU Chula...Night shiftDay shiftAfternoon shift$310k - $365k
...should have a minimum of four years of lender-side representation for commercial finance matters. Experience representing banks and/or private credit funds on loans to technology, life sciences and/or middle market companies is preferred. Candidates must be admitted or to...Full timeWork at officeRelocationRelocation package$91.62k - $111.98k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork at officeLocal area$185k - $215k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Work experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$69.8k - $132k
...developing and improving internal control systemsStrong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE...Full timeWork experience placementInternshipLocal areaFlexible hours$1,972 per month
Financial Aid Counselor Posting #: 5715 Position Status: Full-time regular Location: San Diego Position Type: Administrator, Office of Financial Aid Position Title & Department: Financial Aid Counselor; Office of Financial Aid Posting...Full timeWork at officeShift work- Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance...Temporary workWork at officeImmediate startFlexible hours$130k
...high-performing & growth-oriented team. Provide technical financial support to clients and Lead Advisors Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households Receive support from a dedicated full-time Wealth...Full timeImmediate start- Financial representative Contract type: Full-time Location: San Diego Industry: Financial Services Date published: 09-18-2026 About the role Our financial representatives at Modern Woodmen...Full timeContract workLocal area
- Description Location: Must located in San Diego, CA Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banker. Be the first to apply!
- private dining San Diego, CA
- public private partnership San Diego, CA
- private intelligence San Diego, CA
- private credit San Diego, CA
- director private equity San Diego, CA
- private care assistant San Diego, CA
- private equity intern San Diego, CA
- private equity internship summer San Diego, CA
- private wealth management San Diego, CA
- private flight San Diego, CA


