Elite Private Client Banker: Grow Affluent Relationships

Aumni; Virginia (MN); On-site; USD 55,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker at a Chase Branch to deliver hospitality and serve affluent clients with tailored banking solutions. You will manage client relationships, solicit referrals, and collaborate with a team of specialists to meet financial goals across products and services.

You will educate clients on digital tools like Chase Mobile App and Chase.com, adhere to regulatory requirements, and strive to exceed expectations while building lasting client loyalty within the branch

Qualifications

• Proven success in acquiring new clients and deepening relationships.
• Ability to tailor product features to client needs.
• Excellent communication in person and over the phone.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage client banking relationships and advise on products and services.
• Communicate clearly to understand client needs and build trust.
• Educate clients on tech tools like Chase Mobile App and Chase.com.
• Learn products quickly and collaborate with experts for complex needs.
• Adhere to policies, procedures and regulatory requirements.

Skills

Relationship-building

Financial services sales

Communication skills

Customer service

Problem solving

Education

High school diploma or GED

Job description

Chase is seeking a Private Client Banker at a Chase Branch to deliver hospitality and serve affluent clients with tailored banking solutions. You will manage client relationships, solicit referrals, and collaborate with a team of specialists to meet financial goals across products and services.

You will educate clients on digital tools like Chase Mobile App and Chase.com, adhere to regulatory requirements, and strive to exceed expectations while building lasting client loyalty within the branch