Private Client Banker: Wealth-Relationship Specialist

Aumni; Hammond (LA); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase Private Client Banker role overseeing a select client group and customers in the Branch, managing full banking relationships with an advisory approach. You’ll build trust, solicit referrals, and collaborate with specialists to meet complex financial needs.

The position requires adherence to banking regulations, licensing, and flexible hours, including some evenings and weekends. You’ll deliver education and advice to help clients reach financial goals while expanding client balances.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE/Series 6/7 and Life licenses required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

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 setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Banking experience

SIE/Series 6-7

Dodd-Frank knowledge

Regulatory compliance

Hours flexibility

Education

High school diploma / GED

Job description

Chase Private Client Banker role overseeing a select client group and customers in the Branch, managing full banking relationships with an advisory approach. You’ll build trust, solicit referrals, and collaborate with specialists to meet complex financial needs.

The position requires adherence to banking regulations, licensing, and flexible hours, including some evenings and weekends. You’ll deliver education and advice to help clients reach financial goals while expanding client balances.