Wealth Relationship Banker

Fairygodboss; Midland (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to be the main contact for an affluent client group and a broader customer base. You will manage the full banking relationship with a proactive, education-focused approach and seek opportunities to grow balances through referrals and internal collaborations.

The role emphasizes advisory service, cross-team collaboration, and ensuring clients have access to self-service tools and optimal product solutions while adhering to regulatory

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam and FINRA Series 6/7; state registration within 180 days of start
• Compliance with Dodd Frank/Truth in Lending Act
• Adherence to banking policies and regulatory requirements
• Ability to work branch hours including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients
• Manages banking relationships with an advice-based approach
• Partners with Specialists to connect clients to experts
• Facilitates access to self-service options for clients 24/7
• Maintains compliance with procedures and regulatory requirements

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma

Job description

Chase is seeking a Private Client Banker in Branch Banking to be the main contact for an affluent client group and a broader customer base. You will manage the full banking relationship with a proactive, education-focused approach and seek opportunities to grow balances through referrals and internal collaborations.

The role emphasizes advisory service, cross-team collaboration, and ensuring clients have access to self-service tools and optimal product solutions while adhering to regulatory