Private Client & Wealth Relationship Banker

Aumni; Iowa; In loco; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Descrizione del lavoro

Chase is seeking a Private Client Banker to manage a select group of affluent clients and broader branch customers. You will drive growth by advising on financial products and services, while coordinating with specialists to meet complex needs.

You will ensure convenient access for clients and uphold all regulatory standards and internal policies, building lifelong relationships within a diverse, inclusive team.

Competenze

• 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, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registrations and Life licenses required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Mansioni

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationship through an advice-based approach to tailor products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates self-service access for clients 24/7 to access accounts.
• Complies with all policies, procedures, and regulatory banking requirements.

Conoscenze

Relationship management

New client acquisition

Excellent communication

Regulatory & compliance knowledge

Financial product knowledge

Formazione

High school diploma or equivalent

Descrizione del lavoro

Chase is seeking a Private Client Banker to manage a select group of affluent clients and broader branch customers. You will drive growth by advising on financial products and services, while coordinating with specialists to meet complex needs.

You will ensure convenient access for clients and uphold all regulatory standards and internal policies, building lifelong relationships within a diverse, inclusive team.