Private Client Banker - East Waukesha - Waukesha , WI
About The Position
As a Private Client Banker in Chase Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other branch customers. You manage their complete banking relationship across the company, using a proactive, disciplined, advice-based approach to grow balances and ensure clients receive products and services suited to their needs. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role involves sharing the value of Chase Private Client with eligible clients, connecting customers with specialists for specialized financial needs, and helping clients access self-service banking options at any time. The position requires adherence to banking policies, procedures, and regulatory requirements, as well as compliance with applicable Dodd-Frank, Truth in Lending Act, and SAFE Act loan-originator requirements. Employment is contingent on meeting the stated qualification and registration requirements.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least 1 year of Branch Banking Banker or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- High school degree, GED, or foreign equivalent.
- Beginning October 1, 2018, candidates not currently registered must obtain the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
- Comply with Dodd-Frank and Truth in Lending Act requirements for Loan Originators, including applicable criminal history, credit, character, financial responsibility, and fitness reviews.
- Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, upon active employment; maintain compliance through annual renewals and required updates.
- Ability to work branch hours, including weekends and some evenings.
Nice To Haves
- Excellent communication skills.
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
- Strong team orientation and commitment to a long-term career with the firm.
Responsibilities
- Share the value of Chase Private Client with clients who may be eligible.
- Manage banking relationships through an advice-based approach, ensuring clients receive products and services suited to their needs.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
- Help clients access self-service options for their accounts 24 hours a day, 7 days a week.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Adhere to policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
