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.
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