Private Client Banker - Lakeway Blvd and FM 620 - Austin, TX
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 and disciplined approach to generate growth in their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources. The position focuses on helping customers make the most of their money by providing education and advice tailored to their financial needs. You will share the value of Chase Private Client, manage relationships through an advice-based approach, connect customers with specialists for complex needs, and help clients use self-service banking options.
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.
- If not already registered, the Securities Industry Essential (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses must be held or successfully completed within 180 days of starting the role.
- Compliance with Dodd Frank/Truth in Lending Act requirements.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- NMLS registration under the SAFE Act of 2008, or an update to an existing registration, is required upon active employment; continued employment is contingent on compliance with registration, renewal, and update requirements.
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 clients access accounts conveniently by sharing and setting up self-service options available 24 hours a day, 7 days a week.
- Adhere to policies, procedures, and regulatory banking requirements.
- Solicit referrals and develop internal and external sources to help acquire new clients.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
