Private Client Banker - Highlands Ranch - Highlands Ranch, CO
About The Position
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 manage their complete banking relationship across the company, using a proactive, disciplined approach to generate growth in their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role focuses on providing education and advice tailored to customers’ financial needs, building lasting relationships, and connecting customers with appropriate specialists. It requires compliance with banking policies and regulatory requirements, including applicable loan originator and NMLS 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 experience or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- If not already registered, successfully complete the Securities Industry Essential (SIE) exam, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses within 180 days of starting the role.
- Comply with Dodd Frank/Truth in Lending Act requirements for Loan Originators.
- High school degree, GED, or foreign equivalent.
- Adhere to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- Meet SAFE Act requirements, including NMLS registration immediately after starting employment and timely annual renewal and required updates.
- Employment is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and general fitness; a felony conviction within the last seven years disqualifies candidates.
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.
- Actively manage banking relationships through an advice-based approach, ensuring each client receives 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 make clients’ lives more convenient by sharing and setting up self-service options for 24/7 account access.
- Adhere to policies, procedures, and regulatory banking requirements.
- Solicit referrals and develop internal and external sources to help acquire new clients.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS), and complete annual renewal and required updates as required for continued employment.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching. Additional benefits and programs are available based on eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
