Wealth Relationship Banker — Private Clients

Next Frontier Capital; United States; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase in the United States is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients. You will manage their relationships with an advisory approach and ensure access to the best products and services.

You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, helping clients access self-service options while adhering to regulatory requirements and driving growth.

Qualifications

• Value-added, relationship-focused approach to grow client relationships.
• 1+ year in branch banking with new client acquisition.
• Regulatory licensing requirements to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• NMLS registration required and ongoing compliance.
• High school diploma or GED.

Responsibilities

• Share the value of Chase Private Client to eligible clients.
• Manage client banking relationships with an advisory approach.
• Partner with specialists to connect clients to experts.
• Facilitate access to self-service options and 24/7 access.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Financial guidance

Regulatory compliance

Education

SIE exam & FINRA licensing

High school diploma

Job description

Chase in the United States is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients. You will manage their relationships with an advisory approach and ensure access to the best products and services.

You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers, helping clients access self-service options while adhering to regulatory requirements and driving growth.