Wealth Relationship Advisor (Private Client Banker)

Next Frontier Capital; Aurora (CO); On-site; USD 60,000 - 100,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader branch customers. You will manage the full banking relationship, using an advisory approach to provide tailored products and services.

You will collaborate with Specialists to address complex financial needs and promote self-service options for convenience. Ideal candidates demonstrate a history of acquiring and growing client relationships, possess relevant licenses, and adhere to

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.

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 enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Customer service

Communication skills

Financial services experience

Education

High school diploma

GED

College degree

Tools

NMLS registration

Regulatory knowledge

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader branch customers. You will manage the full banking relationship, using an advisory approach to provide tailored products and services.

You will collaborate with Specialists to address complex financial needs and promote self-service options for convenience. Ideal candidates demonstrate a history of acquiring and growing client relationships, possess relevant licenses, and adhere to