Wealth Relationship Banker

Aumni; Hilton Head Island (SC); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their full banking relationships, using an advice-based approach to grow balances and service needs.

You will collaborate with Specialists to address complex financial needs, promote self-service access, and ensure adherence to regulatory requirements. The role requires weekend/ evening hours as needed.

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 success in new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7 (or must complete within 180 days) and state registrations as required.
• Compliance with Dodd Frank/Truth in Lending Act.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts with needs.
• Sets up self-service options to access accounts 24/7.
• Maintains compliance with banking regulations.

Skills

Relationship building

Sales / acquisition

Communication skills

Education

High school diploma or GED

College degree / military equivalent

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their full banking relationships, using an advice-based approach to grow balances and service needs.

You will collaborate with Specialists to address complex financial needs, promote self-service access, and ensure adherence to regulatory requirements. The role requires weekend/ evening hours as needed.