Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
You have an obsession 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.
- 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.
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