Private Client Banker: Wealth & Relationship Specialist

Next Frontier Capital; Wooster (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

Chase is seeking a Private Client Banker to serve a select group of affluent clients and other customers in the Branch. You will manage their banking relationships with an advice-based approach and work with specialists to connect clients to experts who can help with specialized financial needs.

The role requires excellent communication, a track record in client acquisition, and the ability to work flexible hours, including weekends and some evenings.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• Must meet regulatory licensing requirements or complete within 180 days.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts for needs.

Skills

Relationship management

New client acquisition

Communication skills

Financial product knowledge

Compliance awareness

Education

High school diploma

College degree or military equivalent

Job description

Chase is seeking a Private Client Banker to serve a select group of affluent clients and other customers in the Branch. You will manage their banking relationships with an advice-based approach and work with specialists to connect clients to experts who can help with specialized financial needs.

The role requires excellent communication, a track record in client acquisition, and the ability to work flexible hours, including weekends and some evenings.