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About the Role

As a Private Client Banker, you will be the primary point of contact for a select group of Chase’s affluent clients and other branch customers. You will manage their complete banking relationship across the company, using a proactive and disciplined approach to grow their balances. You will also acquire new clients by actively soliciting referrals and developing internal and external sources.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Actively manages client banking relationships through an advice-based approach, ensuring clients receive the best products and services.
• Partners with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect customers with experts for specialized financial needs.
• Enhances client convenience by sharing and setting up self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory banking requirements.

Requirements

• Demonstrated success in acquiring and deepening client relationships using a value-added, relationship-oriented approach.
• 1+ year of Branch Banking Banker or equivalent financial services experience, with verifiable success in new client acquisition, relationship cultivation, and revenue generation.
• Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required, or must be successfully completed within 180 days of starting the role (if not currently registered, effective Oct. 1, 2018).
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Skills

• Excellent communication skills
• Strong team orientation

Location

• Branch Banking

Work Type

• Branch hours, including weekends and some evenings

Experience Level

• 1+ year experience in financial services

Education Level

• High school degree, GED, or foreign equivalent
• College degree or military equivalent (preferred)

Salary/Compensations

• Base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About the Company

• Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products.
• Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
• We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
• Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
• We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Equal Opportunity

• We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
• We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
• We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
• Equal Opportunity Employer/Disability/Veterans