Private Client Banker: Wealth Advisor & Relationship Builder

Aumni; Lakewood (CO); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships, provide education and advice, and drive growth by soliciting referrals and leveraging internal sources.

You will partner with Specialists to connect clients with experts for mortgage, investment, and business needs, while promoting self-service options and exceptional service. A career with Chase emphasizes diversity and inclusion.

Qualifications

• Relationship-driven 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 and revenue generation.
• Compliance with Dodd-Frank/TILA; licensing requirements (SIE, FINRA Series 6/7, and state registration) or completion within 180 days.
• Strong 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.
• Manages banking relationships through an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect clients with experts for specialized needs.
• Facilitates self-service options to access accounts 24/7.
• Ensures compliance with all regulatory requirements.

Skills

Relationship-building

Client acquisition

Regulatory compliance

Communication

Time management

Education

High school diploma or GED

College degree desirable

SIE/Series 6/7 licensing required within 180 days

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships, provide education and advice, and drive growth by soliciting referrals and leveraging internal sources.

You will partner with Specialists to connect clients with experts for mortgage, investment, and business needs, while promoting self-service options and exceptional service. A career with Chase emphasizes diversity and inclusion.