Private Client Banking Advisor

Fairygodboss; Naples (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive total rewards package

Health and wellness benefits

Career development opportunities

Job summary

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

You will work with Specialists to connect clients to experts, promote self-service access, and ensure adherence to banking regulations and company policies in a dynamic branch setting.

Qualifications

• Value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in new client acquisition, cultivating and maintaining revenue.
• SIE exam, FINRA Series 6/7, state licenses required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• 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 sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Sales & client growth

Excellent communication

Financial services knowledge

Regulatory compliance awareness

Education

High school diploma or GED

College degree or military equivalent

Job description

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

You will work with Specialists to connect clients to experts, promote self-service access, and ensure adherence to banking regulations and company policies in a dynamic branch setting.