Elite Private Client Banker: Build Wealth & Relationships

Aumni; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and deliver education and advice tailored to their financial needs. You will build lasting relationships, solicit referrals, and collaborate with specialists to connect customers to experts for sophisticated financial needs.

You will also promote self-service options, adhere to regulatory requirements, and support the client promise across Chase's extensive product suite.

Qualifications

• 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.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.

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 to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Communication skills

Team orientation

Financial services knowledge

Education

High school degree

College degree or military equivalent

Tools

NMLS

SIE

FINRA Series 6/7

Job description

Chase is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and deliver education and advice tailored to their financial needs. You will build lasting relationships, solicit referrals, and collaborate with specialists to connect customers to experts for sophisticated financial needs.

You will also promote self-service options, adhere to regulatory requirements, and support the client promise across Chase's extensive product suite.