JPMorgan Chase
Private Client Banker - Shadowridge Branch - Vista, CA
Carlsbad, CA · Full-time · Posted Oct 23, 2026
- Experience
- 1+ year; Branch Banking Banker or equivalent financial-services experience.
- 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 customers, providing tailored advice, connecting clients with specialists, and acquiring new customers.
What you'll do
- Manage client banking relationships and recommend suitable products and services.
- Share Chase Private Client benefits, connect customers with specialists, and set up self-service banking options.
- Acquire new clients through referrals and internal and external sources while following banking policies and regulations.
What they ask for
- Demonstrated success acquiring and deepening client relationships using a value-added approach.
- 1+ year of Branch Banking Banker or equivalent financial-services experience, including customer relationships and revenue generation.
- 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.
Nice to have
- Excellent communication skills; college degree or military equivalent.
- Experience with affluent clients and strong team orientation.
Pay
USD $22.50-$30.29 base salary
Tools
Securities Industry Essential (SIE), FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative