Private Client Banker - Wealth Advisory & Relationships

Next Frontier Capital; Napa (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients, managing their complete banking relationship with a proactive, education-focused approach.

You will leverage internal specialists to connect clients with experts and help them access self-service options, offering support seven days a week while complying with all banking regulations and policies.

Qualifications

• 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 required or must be completed within 180 days of starting
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent

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 to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Account management

Compliance knowledge

Communication skills

Team orientation

Education

High school degree / GED

Job description

Chase is seeking a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients, managing their complete banking relationship with a proactive, education-focused approach.

You will leverage internal specialists to connect clients with experts and help them access self-service options, offering support seven days a week while complying with all banking regulations and policies.