Wealth & Relationship Banker for Affluent Clients

Fairygodboss; Tigard (OR); On-site; USD 55,000 - 85,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to oversee a select group of affluent clients. You will manage their complete banking relationship, generate growth, and solicit referrals to expand the client base.

The role requires relationship-building, strong communication, and adherence to regulatory requirements. It offers working hours in a branch setting with potential for growth and professional development.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act.
• National Mortgage Licensing System registration required upon employment.

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 who can help with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Sales experience

Excellent communication

Education

High school diploma

Tools

NMLS registration

Job description

Chase is seeking a Private Client Banker in Branch Banking to oversee a select group of affluent clients. You will manage their complete banking relationship, generate growth, and solicit referrals to expand the client base.

The role requires relationship-building, strong communication, and adherence to regulatory requirements. It offers working hours in a branch setting with potential for growth and professional development.