JPMorgan Chase
Private Client Banker - Rosecrans Branch - San Diego, CA
San Diego, CA · Full-time · Posted Oct 22, 2026
- Experience
- 1+ year; equivalent experience in financial services is accepted.
- Education
- High school degree, GED, or foreign equivalent. College degree or military equivalent preferred.
About the job
Manages banking relationships for affluent and other branch clients, providing tailored financial advice, connecting clients with specialists, and acquiring new customers.
What you'll do
- Manage client banking relationships and recommend suitable products and services.
- Acquire new clients through referrals and internal and external sources; connect customers with specialists for financial needs.
- Set up self-service banking options and follow banking policies and regulatory requirements.
What they ask for
- At least 1 year of Branch Banking Banker or equivalent financial services experience, with demonstrated success in client acquisition, relationship management, and revenue generation.
- Securities Industry Essential (SIE), FINRA Series 6/7, applicable state registration (including 63 or 66 if required), and Life licenses; may be completed within 180 days of starting if not already registered.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings; comply with applicable banking and loan-originator requirements.
Nice to have
- Excellent communication skills; experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation and commitment to a long-term career with the firm.
Pay
USD 25.00-USD 32.69 base salary
Tools
NMLS
Model-written summary · the original posting is authoritative