Private Client Banker - Elite Affluent Relationships

Fairygodboss; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Chase is seeking a Private Client Banker in Houston to be the main contact for affluent clients, managing relationships and providing education and advice to help them meet financial goals.

You will collaborate with specialists, drive referrals, and ensure access to self-service options while complying with banking regulations.

This role requires branch hours including weekends/evenings and a strong commitment to outstanding service.

Qualifications

• Demonstrated ability to acquire and deepen client relationships.
• Experience in financial services and revenue generation.
• Excellent communication and interpersonal skills.
• Ability to work a flexible schedule including weekends/evenings.
• Commitment to compliance with banking regulations.

Responsibilities

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

Skills

Relationship building

Sales excellence

Communication

Education

High school diploma

Job description

Chase is seeking a Private Client Banker in Houston to be the main contact for affluent clients, managing relationships and providing education and advice to help them meet financial goals.

You will collaborate with specialists, drive referrals, and ensure access to self-service options while complying with banking regulations.

This role requires branch hours including weekends/evenings and a strong commitment to outstanding service.