Private Client Banker: Trusted Wealth & Relationships

Aumni; Highlands Ranch (CO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive total rewards package

Job summary

Chase is seeking a Private Client Banker to serve a select group of affluent clients and other branch customers. You will manage the full banking relationship with an advice-based approach, aiming to grow client balances and revenue while upholding compliance and service standards.

You will collaborate with specialists to address complex financial needs, promote self-service options, and help clients access tailored products and guidance during branch hours and beyond.

Qualifications

• Experience acquiring and deepening client relationships in financial services.
• Ability to navigate regulatory requirements and licensing timelines.

Responsibilities

• Act as main point of contact for Chase Private Client clients and other customers in the branch.
• Manage client relationships with an advice-based approach to grow balances and revenue.
• Collaborate with Specialists to connect clients with experts for advanced needs.
• Promote self-service options to provide customers with 24/7 access to accounts.

Skills

Relationship building

Education

High school degree or equivalent

College degree or military equivalent

Job description

Chase is seeking a Private Client Banker to serve a select group of affluent clients and other branch customers. You will manage the full banking relationship with an advice-based approach, aiming to grow client balances and revenue while upholding compliance and service standards.

You will collaborate with specialists to address complex financial needs, promote self-service options, and help clients access tailored products and guidance during branch hours and beyond.