Private Client Banker

Responsibilities

• Act as the primary point of contact for affluent clients, managing their complete banking relationships through an advice-based approach.
• Drive growth in client balances by proactively identifying needs and sharing the value of Chase Private Client services.
• Partner with internal specialists, including Mortgage Bankers and Private Client Advisors, to connect customers with expert financial solutions.
• Acquire new clients by actively soliciting referrals and developing both internal and external lead sources.
• Promote self-service digital banking options to enhance client convenience and account accessibility.
• Adhere strictly to all company policies, procedures, and regulatory banking requirements.

Requirements

• 1+ year of experience in Branch Banking, financial services, or an equivalent role with a focus on client acquisition and relationship management.
• High school degree, GED, or foreign equivalent.
• Ability to obtain and maintain SIE, FINRA Series 6/7, state registrations, and Life insurance licenses within 180 days of hire.
• Demonstrated ability to comply with Dodd Frank and Truth in Lending Act regulations.
• Flexibility to work branch hours, which includes weekends and some evenings.

Preferred Qualifications

• Experience cultivating long-term relationships with affluent or high-net-worth clients.
• Excellent verbal and written communication skills.
• College degree or military equivalent.
• Strong team orientation and a commitment to a long-term career with the firm.

Benefits

• Competitive total rewards package including base salary and potential incentive compensation.
• Comprehensive health care coverage.
• Retirement savings plans.
• Tuition reimbursement and mental health support.
• Financial coaching and various employee wellness programs.

About the Company

Chase is a leading financial services firm helping millions of households and small businesses achieve their financial goals. Our Consumer & Community Banking division provides a wide range of services, including personal banking, credit cards, mortgages, and investment advice, all centered around our mission to create lifelong customer relationships.