A leading financial services firm in Tempe, AZ is seeking a Private Client Banker to build relationships with affluent clients and deliver exceptional service. The role focuses on managing clients' banking needs through a proactive approach, generating growth and acquiring new clients. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and a commitment to compliance. Full-time position with opportunities for growth in a supportive environment.
Qualifications
1+ year experience in branch banking or equivalent in financial services.
Success in client acquisition and revenue generation.
Compliance with relevant banking regulations.
Responsibilities
Manage banking relationships with an advisory approach.
Promote Chase Private Client to eligible customers.
Partner with specialists for customer financial needs.
Ensure adherence to policies and regulatory requirements.
Skills
Relationship building
Client acquisition
Communication skills
Team orientation
Education
High school diploma or equivalent
Job description
A leading financial services firm in Tempe, AZ is seeking a Private Client Banker to build relationships with affluent clients and deliver exceptional service. The role focuses on managing clients' banking needs through a proactive approach, generating growth and acquiring new clients. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and a commitment to compliance. Full-time position with opportunities for growth in a supportive environment.