You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilitiesShares the value of Chase Private Client with clients that may be eligibleActively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needsPartners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needsMakes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a weekAdheres to policies, procedures, and regulatory banking requirementsRequired qualifications, capabilities, and skillsDemonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generationBeginning Oct. 1, 2018, if you are not currently registered, the 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 roleHigh school degree, GED, or foreign equivalentAdherence to policies, procedures, and regulatory banking requirementsAbility to work branch hours, including weekends and some eveningsPreferred qualifications, capabilities, and skillsExcellent communication skillsCollege degree or military equivalentExperience cultivating relationships with affluent clientsStrong team orientation with a commitment of long-term career with the firm
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