Wealth Relationship Banker

Fairygodboss; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to be the main point of contact for affluent clients, managing full banking relationships and delivering education and advice tailored to financial needs.

You will collaborate with specialists to connect clients to experts, promote self-service options, and ensure compliance with lending and regulatory requirements while maintaining exceptional service.

Qualifications

• Proven ability to acquire and deepen client relationships in financial services.
• Experience in maintaining customer relationships and generating revenue.
• Compliance with regulatory requirements and licensing prerequisites.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Collaborates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Promotes self-service options to access accounts 24/7.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication skills

Time management

Education

High school diploma

Job description

Chase is seeking a Private Client Banker in Branch Banking to be the main point of contact for affluent clients, managing full banking relationships and delivering education and advice tailored to financial needs.

You will collaborate with specialists to connect clients to experts, promote self-service options, and ensure compliance with lending and regulatory requirements while maintaining exceptional service.