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

Private Client Banker - Main St and Ellis Ave - Huntington Beach 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
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: [ 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 7 hours ago
Similar jobs that could be interesting for youBased on the Private Client Banker - Main St and Ellis Ave - Huntington Beach CA in Huntington Beach, CA vacancy
  • $23 - $30 per hour

     ...the best possible relationships with our clients and with each other. Our workplace...  ...Excellence Awards. Branch Relationship Banker (Personal Banker) We are looking for a...  ...service to our clients and customers at our Huntington Beach, CA branch. If you are passionate about... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    California Bank & Trust

    Huntington Beach, CA
    1 day ago
  • $25 - $27.88 per hour

     ...responsible for engaging clients in the lobby to...  ...Transparency details US - CA - Corona Del Mar - 3...  ...Mesa - 548 W 19th St - COSTA MESA BC (CA6...  ...(CA7147), US - CA - Huntington Beach - 18691 Main St - MAIN AND ELLIS BC (CA6151), US - CA...  ...- 7731 EDINGER AVE - BELLA TERRA (CA720... 
    Suggested
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    Westminster, CA
    15 hours ago
  •  ...that offers the hours you're looking for. Whether it's your hobby, main-gig, or supplemental job: apply now. We're bound to have just...  ...Must navigate adverse terrain including multi-story buildings, private homes, and other delivery sites while carrying product. Deliver... 
    Suggested
    Flexible hours

    Itlearn360

    Huntington Beach, CA
    1 day ago
  • $43.68k - $69.9k

     ...Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the...  ...Extending viewing of computer screens. Personal Banker I - Huntington Beach Total Base Pay Range 43,680.00 - 69,900.00 USD Annual At Fifth... 
    Suggested
    Work at office

    Fifth Third Bancorp

    Huntington Beach, CA
    3 days ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA role at JPMorganChase J.P. Morgan... 
    Private client
    Full time
    Work at office

    JPMorganChase

    Seal Beach, CA
    3 days ago
  • $100k - $115k

     ...opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each...  ...Awards. We are looking for a Commercial Relationship Banker in Monarch Beach, CA . Essential Functions: Lender responsible for acquiring,... 
    Work experience placement
    Work at office
    Flexible hours

    California Bank & Trust

    Huntington Beach, CA
    15 hours ago
  • $68.64k

    J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding Areas Long Beach, CA, United States and 2 more locations Job Information Job Identification: 210633790 Job Category: Advisors Business Unit: Consumer & Community... 
    Private client
    Full time

    Aumni

    Buena Park, CA
    15 hours ago
  • A leading financial institution is seeking a Private Client Banker in Huntington Beach, California. In this role, you will manage relationships with affluent clients and offer tailored banking solutions. You will also be responsible for acquiring new clients through referrals... 
    Private client

    JPMorgan Chase & Co.

    Huntington Beach, CA
    2 days ago
  • JPMorgan Chase & Co. is searching for a Private Client Investment Associate in Huntington Beach, CA. The role focuses on providing exceptional client service and operational support to Private Client Advisors, enhancing client relationships and assisting with wealth planning... 
    Private client

    JPMorgan Chase & Co.

    Huntington Beach, CA
    1 day ago
  • $45k - $100k

    Job Overview Financial Advisor job at Edward Jones. Newport Beach, CA. This job posting is anticipated to remain open for 30 days, from...  ...may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals:... 
    Traineeship
    Work at office
    Work from home
    Home office
    Flexible hours

    Dart Solutions

    Newport Beach, CA
    15 hours ago
  • $250k

     ...opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers Deliver client services/outbound calls/inbound calls to... 

    Citi

    Huntington Beach, CA
    4 days ago
  • $70.4k - $125k

     ...directly impact the financial success and peace of mind of our clients. Strategic Client Engagement: Provide personalized, comprehensive...  .... Salary Range The expected base salary for this Newport Beach, CA, United States based position is: $70,400 - $125,000. Benefits... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    Newport Beach, CA
    4 days ago
  • $20 - $30 per hour

     ...the schedule of arrivals of delays of clients Communicate with the medical personnel...  ...: ~7801 Center Avenue 92647 Huntington Beach, California Physical Demands and...  ...other locations using various modes of private and commercial transportation; and to verbally... 
    Work at office

    Sea Surgical Institute

    Huntington Beach, CA
    28 days ago
  • $75k - $160k

     ...Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious...  ...Salary Range The expected base salary for this role in Newport Beach, CA United States based position is $75,000 to $160,000. In addition... 
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group

    Newport Beach, CA
    15 hours ago
  • $45.67 per hour

     ...with deep expertise across public and private markets. We invest our clients' capital across a range of fixed...  ...Assistant to join our team in Newport Beach, CA. We have opportunities to support our...  ...team operations. Serve as the main point of contact for internal and external... 
    Hourly pay
    Immediate start
    Flexible hours

    PIMCO

    Newport Beach, CA
    6 days ago
  • $25 - $27.88 per hour

     ...Growth and delivering for our clients, teammates, communities and...  ...Transparency details US - CA - Anaheim - 2260 S Harbor Blvd...  ...- Anaheim - 945 S Brookhurst St - BROOKHURST-BALL BC (CA7124)...  ...Garden Grove - 9591 Chapman Ave - GARDEN GROVE MAIN OFFICE (CA7125), US - CA - La... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Ana, CA
    1 day ago
  • Private Client Advisor At J.P. Morgan Chase, we are dedicated to delivering outstanding client service while fostering a culture of diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will represent our brand and help clients achieve their... 
    Private client

    Chase

    Los Alamitos, CA
    2 days ago
  • $2,530 per week

     ...RN) | Wound/Ostomy Location: Newport Beach, CA Agency: Core Medical Group Pay:...  ...in Newport Beach, California, 92660! Client in CA seeking Registered Nurse: Wound Care...  ...permanent tax residence form) ~ Free Private Housing or Complete Relocation Assistancefor... 
    Hourly pay
    Weekly pay
    Daily paid
    Permanent employment
    Full time
    Contract work
    Temporary work
    Immediate start
    Relocation
    Shift work
    Night shift

    TravelNurseSource

    Newport Beach, CA
    28 days ago
  • $17 - $18 per hour

     ...to our local businesses and clients through a focus on integrity,...  ...$17.00 - $18.00 Location: Huntington Beach, California Job Shift: Thursday...  ...Security is a BSIS licensed Private Patrol Operator (PPO #16302)....  ...Avenue Irwindale CA 91745 (***) ***-**** absolutesecurityintl... 
    Hourly pay
    Weekly pay
    Part time
    Local area
    Shift work

    Absolute International Security

    Huntington Beach, CA
    7 days ago
  • $48k - $100k

     ...and Wealth Management Client Associates help...  ...Transparency Details US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield...  ...E - CENTURY CITY MAIN OFFICE (CA9159), US -...  ...Angeles - 333 S HOPE ST - BANK OF AMERICA...  ...), US - CA - Newport Beach - 520 Newport Center... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    4 days ago
  •  ...County Sanitation District in Fountain Valley, CA. The individual in this position must...  ...proposals. Issue all Engineering or Client-initiated changes or clarifications of the...  ...energy and the environment, our public- and private-sector clients trust us to solve their most... 
    Private client
    Contract work
    For contractors
    Immediate start

    Seeds Renewables

    Fountain Valley, CA
    2 days ago
  •  ...About Us TeachMe.To is the leading peer-to-peer lessons marketplace, on a mission to connect independent Padel coaches in Huntington Beach with aspiring players. As a fast-growing destination for Padel coach jobs, we empower talented professionals to share their... 
    Immediate start
    Flexible hours

    TeachMe.To

    Huntington Beach, CA
    8 days ago
  • $500 - $525 per day

     ...Sublease Associate - Target Optical - Seal Beach, CA Join to apply for the Sublease Associate - Target Optical - Seal Beach, CA role at...  ...practice experience. You will see patients in an office operated by a private independent doctor next to an optical dispensary operated by... 
    Part time
    Work at office
    Flexible hours

    Target Optical

    Seal Beach, CA
    1 day ago
  •  ...About Us TeachMe.To is the leading peer-to-peer lessons marketplace, on a mission to connect independent Soccer coaches in Huntington Beach | TeachMe.To with aspiring players. As a fast-growing destination for Soccer coach jobs and empower talented professionals to... 
    Immediate start
    Flexible hours

    TeachMe.To

    Huntington Beach, CA
    9 days ago
  • $45.9k - $75.9k

     ...determined at the time of offer. This position will support the South Huntington Beach area and surrounding communities. Delivers exceptional...  ...applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Huntington Beach, CA
    2 days ago
  •  ...options plan Wellness resources IMPACT-X Performance Huntington Beach is seeking a high-level fitness professional and...  ...a big-box gym position Responsibilities Coach semi-private and personal training clients Build relationships and community Drive referrals and... 
    Private client
    Local area
    Flexible hours

    IMPACT-X HB LLC

    Huntington Beach, CA
    15 hours ago
  • $500 - $525 per day

     ...Sublease Associate - Target Optical - Seal Beach, CA Brand: Target Optical Location: Seal Beach, CA, US, 90740 Store #: 004713 Target...  ...practice experience. You will see patients in an office operated by a private independent doctor next to an optical dispensary operated by... 
    Minimum wage
    Part time
    Work at office
    Local area
    Flexible hours

    EssilorLuxottica SA

    Seal Beach, CA
    4 days ago
  •  ...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... 
    Full time
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Santa Ana, CA
    1 day ago
  • $44.3k - $73k

     ...in banking at Fifth Third Bank. GENERAL FUNCTION The Personal Banker II position will provide an exceptional customer experience...  ...by consulting with your talent acquisition partner. LOCATION Huntington Beach, California 92647 EEO STATEMENT Fifth Third Bank, National Association... 
    Work at office

    Fifth Third Bank, N.A.

    Huntington Beach, CA
    2 days ago
  • $135k

    ## Supervisor, Administrative Services (Newport Beach, CA)Applylocations: Newport Beach, CA USAtime type: Full timeposted...  ...fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities... 
    Work at office
    Flexible hours
    Shift work

    PIMCO Europe Ltd.

    Newport Beach, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Banker - Main St and Ellis Ave - Huntington Beach CA. Be the first to apply!