Elite Private Client Banker: Wealth Guidance & Service

Fairygodboss; Phoenix (AZ); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase Private Client Banker in Branch Banking will serve as the main point of contact for a select group of affluent clients, managing their complete banking relationships with a proactive, advice-based approach. You will collaborate with specialists to connect clients to experts and promote best-fit products and services.

The role requires selling referrals, maintaining regulatory compliance, and offering self-service access 24/7 to enhance convenience for clients and families.

Qualifications

• Experience in acquiring and deepening client relationships in financial services.
• Minimum 1+ year in branch banking with revenue generation.
• Licensing requirements include SIE exam and FINRA Series 6/7 or must be completed within 180 days.
• Knowledge of Dodd-Frank/Truth in Lending Act compliance.
• Ability to work weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach for best products and services.
• Partner with specialists to connect clients to experts for financial needs.
• Help clients access self-service options 24/7.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship-building

Excellent communication

New client acquisition

Regulatory compliance

Work hours flexibility

Licensing (SIE, Series 6/7)

Education

High school diploma or GED

Job description

Chase Private Client Banker in Branch Banking will serve as the main point of contact for a select group of affluent clients, managing their complete banking relationships with a proactive, advice-based approach. You will collaborate with specialists to connect clients to experts and promote best-fit products and services.

The role requires selling referrals, maintaining regulatory compliance, and offering self-service access 24/7 to enhance convenience for clients and families.