Wealth Relationship Banker for Affluent Clients

Fairygodboss; Mobile (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationships with an advisory approach. You will work with Specialists to connect clients to experts for specialized needs and encourage self-service access around the clock.

The role requires a focus on compliant, education-based guidance and exceptional customer service, with weekend/evening hours as part of branch operations.

Qualifications

• Demonstrated success in growing client relationships.
• Experience acquiring and managing affluent clients.
• Compliance with financial regulations.

Responsibilities

• Act as main contact for Chase Private Client clients.
• Manage client relationships with an advisory approach.
• Collaborate with specialists to connect clients to experts.
• Promote self-service options for 24/7 access.
• Adhere to banking policies and regulatory requirements.

Skills

Excellent communication skills

Relationship-building

Affluent client service

Education

Bachelor's degree or equivalent

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationships with an advisory approach. You will work with Specialists to connect clients to experts for specialized needs and encourage self-service access around the clock.

The role requires a focus on compliant, education-based guidance and exceptional customer service, with weekend/evening hours as part of branch operations.