Private Client Banker: Build Wealth Through Trusted Advice

Aumni; The Woodlands (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in-branch. You will manage full banking relationships, driving growth through referrals and an advisory approach.

The role emphasizes partnership with specialists to meet complex financial needs, while promoting self-service access and strict regulatory compliance. A career with Chase includes a broad benefits package and opportunities for advancement.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience building and maintaining client relationships and revenue growth in a banking context.
• Ability to work within regulatory banking requirements and adhere to procedures.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to meet client needs.
• Partners with Specialists to connect clients to experts for specialized needs.
• Makes clients’ lives easier by promoting self-service options available 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Excellent communication

Team collaboration

Education

High school diploma or GED

College degree preferred

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in-branch. You will manage full banking relationships, driving growth through referrals and an advisory approach.

The role emphasizes partnership with specialists to meet complex financial needs, while promoting self-service access and strict regulatory compliance. A career with Chase includes a broad benefits package and opportunities for advancement.