Private Client Banking Advisor

Next Frontier Capital; Houston (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Commission-based pay

Discretionary incentive compensation

Comprehensive health care coverage

On-site health/wellness centers

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their banking relationships across the company. You will provide education and advice tailored to clients’ financial needs, helping them make the most of their money and access the right products and services.

You will collaborate with specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while delivering exceptional

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 with verifiable success in new client acquisition and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act.
• NMLS registration/SAFE Act requirements and relevant licenses as applicable.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages client banking relationships with an advice-based approach to deliver best-fit products and services.
• Collaborates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Promotes self-service options to access accounts 24/7 and enhance convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Communication skills

Regulatory knowledge

Customer service

Education

High school diploma

SIE/Series 6/7 knowledge

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their banking relationships across the company. You will provide education and advice tailored to clients’ financial needs, helping them make the most of their money and access the right products and services.

You will collaborate with specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while delivering exceptional