Wealth-Driven Private Client Banker

Fairygodboss; Frederick (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker to deliver exceptional hospitality and comprehensive banking solutions to a select group of affluent clients. You will manage full banking relationships, solicit referrals, and connect clients with our digital tools to optimize their financial needs.

Applicants should have a proven track record in financial services sales, strong communication skills, and the ability to work flexible hours, including weekends.

Qualifications

• Experience acquiring new clients and expanding relationships in financial services.
• Ability to translate features into benefits for affluent clients.
• Strong communication and interpersonal skills across channels.

Responsibilities

• Put clients first and exceed expectations with attentive, welcoming service.
• Manage client banking relationships with advice-based recommendations.
• Explain and connect clients to Chase technology solutions and services.
• Learn products quickly to consult on banking solutions and coordinate with specialists.
• Ensure compliance with policies, procedures, and regulatory requirements.
• Coordinate with team to address client needs and opportunities.

Skills

Relationship building

Sales experience

Customer service

Communication skills

Risk & compliance awareness

Licensing: SIE / FINRA

Education

High school diploma or equivalent

Job description

Chase is seeking a Private Client Banker to deliver exceptional hospitality and comprehensive banking solutions to a select group of affluent clients. You will manage full banking relationships, solicit referrals, and connect clients with our digital tools to optimize their financial needs.

Applicants should have a proven track record in financial services sales, strong communication skills, and the ability to work flexible hours, including weekends.