Private Client Banker — Build Wealth & Relationships

Fairygodboss; Suffolk (VA); On-site; USD 55,000 - 85,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and drive growth through advice-based service. You will coordinate with specialists and promote a full range of banking solutions to meet client needs.

The role requires a focus on compliance with Dodd-Frank and licensing standards, with weekend and some evening hours. Join us to help clients make the most of their money through education and tailored advice.

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.
• National Mortgage Licensing System and Registry (NMLS) registration requirements and related compliance.

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

Compliance knowledge

Communication skills

Financial services experience

Licensing knowledge

Shift flexibility

Education

High school degree

Job description

Chase is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and drive growth through advice-based service. You will coordinate with specialists and promote a full range of banking solutions to meet client needs.

The role requires a focus on compliance with Dodd-Frank and licensing standards, with weekend and some evening hours. Join us to help clients make the most of their money through education and tailored advice.