Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Banker - Silicon Valley Market - Cuppertino, CA

Full-time

JPMorgan Chase & Co.

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
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: [

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. Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Banker - Silicon Valley Market - Cuppertino, CA in Cupertino, CA vacancy
  •  ...we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood...  ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture... 
    Suggested
    Full time
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Mountain View, CA
    3 days ago
  •  ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ...meet their financial needs.  As a Private Client Advisor in Chase Wealth Management...  ...a deep understanding of financial markets and sound business judgement Exhibit unwavering... 
    Private client

    JPMorgan Chase & Co.

    Saratoga, CA
    more than 2 months ago
  •  ...Fargo is seeking a Relationship Banker (SAFE) to join our National...  ...Locations 1700 41st Ave., Capitola, CA. 95010 7701 Soquel Dr., Aptos,...  ...100 Kings Village Rd., Scotts Valley, CA 95066 74 River St., Santa...  ...risk programs (Credit, Market, Financial Crimes, Operational... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Saratoga, CA
    2 days ago
  •  ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being...  ...and rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on... 
    Suggested
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Mountain View, CA
    12 days ago
  • $25 - $27 per hour

     ...passionate about helping seniors? We're looking for Male Helpers and Caregivers to provide private, non-medical senior care in Saratoga, CA. This role involves assisting a male client in his late 50s who is currently on dialysis. Schedule: Monday-Friday f or 6hrs... 
    Private client
    Immediate start
    Monday to Friday

    Herewith

    Saratoga, CA
    4 days ago
  •  ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    San Jose, CA
    12 days ago
  •  ...Description Job Description Finance Associate (2+ Years) – Growth Debt / Private Credit Direct Counsel represents a well-regarded Am Law firm seeking a mid-level Finance Associate to join its market-leading Banking & Private Credit practice, with a focus on growth debt.... 
    Private practice

    Direct Counsel

    San Jose, CA
    15 days ago
  • $45k - $100k

     ...for you. Financial advisors partner with clients to help them achieve their long-term...  ...the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients...  ...An interest in financial services/markets and how they work Love of learning and... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Menlo Park, CA
    2 days ago
  •  ...seeking a talented mid-level associate (3rd–5th year) to join its market-leading Fintech & Financial Services practice. This is a high-...  ...technologies, and the ability to advise sophisticated clients—from established financial institutions to innovative fintech and... 

    Direct Counsel

    San Jose, CA
    23 days ago
  • $275k - $300k

     ...consulting firm, partnering with clients to solve the world's most complex...  ...Description AECOM is seeking a Market Sector Lead to be based in San Jose, CA . AECOM's Program Management (...  ...Our teams partner with public- and private-sector clients to create... 
    Private client
    Contract work
    Local area
    Worldwide
    Flexible hours

    AECOM

    San Jose, CA
    5 days ago
  • $60k - $75k

     ...If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create...  ...comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave,... 
    Work at office
    Work from home

    Fidelity Investments

    Cupertino, CA
    1 day ago
  •  ...helping seniors? We are seeking Helpers and caregivers for private, non-medical senior care in San Jose, CA. This role involves assisting with easy, everyday...  ...We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes getting... 
    Private client
    Full time
    Temporary work
    Part time
    Flexible hours

    Herewith

    San Jose, CA
    1 day ago
  • $150k - $180k

     ...Position: Vice President (VP) – Real Estate Investments & Capital Markets Location: Cupertino, CA (San Francisco Bay Area) – Onsite Employment Type: Full-Time About AlphaX RE Capital AlphaX RE Capital and its affiliated entities form a women-founded, integrated... 
    Full time
    Work at office

    AlphaX RE Capital

    Cupertino, CA
    1 day ago
  •  ..., California. You will be working on uniquely assigned projects under the guidance of your Program Manager for our various Silicon Valley clients. In your day to day role as an Executive Protection Agent, you will assist in acting as a liaison between Surefox and its clients... 
    Full time
    Local area
    Immediate start
    Relocation
    Night shift
    Weekend work

    Surefox

    Sunnyvale, CA
    5 days ago
  • $140k - $200k

     ...Financial Advisor San Jose, CA Salary: $140,000 - $200,00...  ...supporting new and existing client relationships....  ...We provide the leads and the marketing infrastructure. Your job is to...  ...complex, rewarding cases involving Silicon Valley tech comp, retirement distribution... 
    Local area
    1 day per week

    Pop-Up Talent

    San Jose, CA
    11 days ago
  • A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include... 
    Private client

    Jobleads-US

    Palo Alto, CA
    5 days ago
  • $130k - $173k

     ...Manager - Estate, Gift & Trust San Jose, CA (Hybrid Preferred) Many office locations...  ...& Trust expertise to join its growing Private Client / Private Wealth practice. This is a...  ..., with California remaining the ideal market . This opportunity offers the chance... 
    Private client
    Private practice
    Work at office
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    San Jose, CA
    4 days ago
  • $20.83 per hour

     ...Job Description Job Description Location: San Jose, CA 95117 Schedule: 7 days a week (Open to 3 caregivers...  ...another person's life. Hiring info: We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes getting hired... 
    Private client
    Start working today

    Herewith Caregivers

    Sunnyvale, CA
    a month ago
  • $2,081 - $2,210 per week

     ...Progressive Care Unit Location: Palo Alto, CA Agency: AMN Healthcare Pay: $2...  ...Location Known as the “Birthplace of Silicon Valley” and the home of Stanford University,...  ...Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~40... 
    Extra income
    Full time
    Contract work
    Temporary work
    Shift work

    AMN Healthcare

    Palo Alto, CA
    12 days ago
  • $110k - $130k

     ...11 West Saint John St, Ste 515, San Jose, CA, 95113, US (Hybrid) Base Range $110,000...  ...and family tax returns for high net worth clients. Ensure accuracy and compliance with relevant...  ...professional services advisor to middle-market businesses nationwide. With industry... 
    Private client

    CBIZ

    San Jose, CA
    2 days ago
  •  ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client, a global law firm...  ...feel , is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United States. For... 
    Private client
    Private practice
    Work at office
    Worldwide
    3 days per week

    Lighthouse Legal Search

    Sunnyvale, CA
    5 days ago
  • $2,566 - $2,725 per week

     ...Catheterization Lab Location: Palo Alto, CA Agency: AMN Healthcare Pay: $2...  ...Location Known as the “Birthplace of Silicon Valley” and the home of Stanford University,...  ...Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~40... 
    Extra income
    Full time
    Contract work
    Temporary work
    Shift work

    AMN Healthcare

    Palo Alto, CA
    3 days ago
  • $2,572 - $2,731 per week

     ...Catheterization Lab Location: Palo Alto, CA Agency: AMN Healthcare Pay: $2...  ...Location Known as the “Birthplace of Silicon Valley” and the home of Stanford University,...  ...Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~40... 
    Extra income
    Full time
    Contract work
    Temporary work
    Immediate start
    Shift work

    AMN Healthcare

    Palo Alto, CA
    18 days ago
  • $2,592 - $2,753 per week

     ...Operating Room Location: Palo Alto, CA Agency: AMN Healthcare Pay: $2...  ...Location Known as the “Birthplace of Silicon Valley” and the home of Stanford University, Palo...  ...Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~40... 
    Extra income
    Full time
    Contract work
    Temporary work
    Worldwide
    Shift work

    AMN Healthcare

    Palo Alto, CA
    1 day ago
  • $47.84k - $74.75k

     ...competitive advantage in the markets we serve. We are all united in...  ...company's success. As a Branch Banker within PNC's retail organization...  ...will be based in Sunnyvale, CA. Job Description Acquires...  ..., ultimately elevating client loyalty. Delivers a full PNC conversation... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Sunnyvale, CA
    3 days ago
  • $2,404 - $2,553 per week

     ...RN) | Telemetry Location: Palo Alto, CA Agency: AMN Healthcare Pay: $2...  ...Location Known as the “Birthplace of Silicon Valley” and the home of Stanford University,...  ...Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~40... 
    Extra income
    Full time
    Contract work
    Temporary work
    Shift work

    AMN Healthcare

    Palo Alto, CA
    1 day ago
  • $2,941 - $3,123 per week

     ...Operating Room Location: Mountain View, CA Agency: AMN Healthcare Pay: $2...  ...View Hospital, situated in the heart of Silicon Valley, offers acute care and comprehensive...  ...Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~40... 
    Extra income
    Full time
    Contract work
    Temporary work
    Local area
    Shift work

    AMN Healthcare

    Mountain View, CA
    1 day ago
  •  ...branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give...  ...specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress... 
    Flexible hours

    Charles Schwab Careers

    Sunnyvale, CA
    20 hours ago
  • $2,197 - $2,333 per week

     .../ Pre-Post Op Location: Palo Alto, CA Agency: AMN Healthcare Pay: $2...  ...Location Known as the “Birthplace of Silicon Valley” and the home of Stanford University, Palo...  ...Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~40... 
    Extra income
    Full time
    Contract work
    Temporary work
    Worldwide
    Shift work

    AMN Healthcare

    Palo Alto, CA
    17 days ago
  • $2,311 - $2,454 per week

     ...Intensive Care Unit Location: Palo Alto, CA Agency: AMN Healthcare Pay: $2...  ...Location Known as the “Birthplace of Silicon Valley” and the home of Stanford University,...  ...Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~40... 
    Extra income
    Full time
    Contract work
    Temporary work
    Immediate start
    Shift work

    AMN Healthcare

    Palo Alto, CA
    17 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Banker - Silicon Valley Market - Cuppertino, CA. Be the first to apply!