Private Client Banker: Elite Wealth & Relationship Builder

Fairygodboss; Newburyport (MA); On-site; USD 55,000 - 85,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to manage a select client group's full banking relationships, delivering advice-based solutions and driving growth. You will partner with specialists and enable clients to access 24/7 self-service options.

The role requires a strong emphasis on compliance with banking regulations and the ability to work flexible branch hours, including weekends and some evenings.

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
• SIE/FINRA/State licenses or must complete within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• Ability to work branch hours, including weekends/evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach
• Partners with Specialists to connect customers to experts
• Makes lives of clients more convenient by sharing and setting up self-service options
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

Sales/revenue generation

Communication

Time management

Education

High school diploma/GED

Job description

Chase is seeking a Private Client Banker in Branch Banking to manage a select client group's full banking relationships, delivering advice-based solutions and driving growth. You will partner with specialists and enable clients to access 24/7 self-service options.

The role requires a strong emphasis on compliance with banking regulations and the ability to work flexible branch hours, including weekends and some evenings.