Private Client Banker — Wealth Advisory & Relationships

Next Frontier Capital; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

More

Job summary

Chase is seeking a Private Client Banker in a Branch setting to manage the banking relationships of a select group of affluent clients. You will proactively grow balances, solicit referrals, and collaborate with specialists to connect clients with tailored financial solutions.

You will uphold regulatory requirements, promote self-service options, and deliver education and advice aligned with the Chase Private Client Promise. A strong emphasis on customer care and compliance is essential.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with success in new client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client with clients eligible
• Manages banking relationships with an advice-based approach to provide best products/services
• Partners with Specialists to connect clients to experts for specialized needs
• Facilitates access to self-service options for 24/7 account access
• Adheres to banking policies, procedures, and regulatory requirements

Skills

Relationship management

New client acquisition

Regulatory compliance

Excellent communication

Education

High school degree

College degree or military equivalent

Job description

Chase is seeking a Private Client Banker in a Branch setting to manage the banking relationships of a select group of affluent clients. You will proactively grow balances, solicit referrals, and collaborate with specialists to connect clients with tailored financial solutions.

You will uphold regulatory requirements, promote self-service options, and deliver education and advice aligned with the Chase Private Client Promise. A strong emphasis on customer care and compliance is essential.