Private Client Banker: Trusted Wealth Advisor

Aumni; Edina (MN); On-site; USD 65,000 - 95,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and a broader client base within the branch. You will manage the full banking relationship, proactively soliciting referrals and collaborating with specialists to meet client needs.

The role emphasizes education, compliance, and providing convenient access to self-service options, with 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, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses are required - or must be completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some 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, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Customer acquisition

Branch Banking

SIE exam

FINRA Series 6/7

Life licenses

Compliance knowledge

High school diploma

Flexible hours

Education

High school diploma

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and a broader client base within the branch. You will manage the full banking relationship, proactively soliciting referrals and collaborating with specialists to meet client needs.

The role emphasizes education, compliance, and providing convenient access to self-service options, with hours including weekends and some evenings.