Private Client Banker - Eagan Branch - Eagan, MN
About The Position
As a Private Client Banker in Branch Banking at Chase, you are the main point of contact for a select group of affluent clients and other branch customers. You manage clients’ banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances and match clients with appropriate products and services. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role includes connecting customers with specialists for financial needs, helping clients use self-service banking options available 24/7, and complying with policies, procedures, and regulatory banking requirements. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment depends on meeting these regulatory 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.
- If not currently registered, pass 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.
- Compliance with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
- 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.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting, and complete required annual renewals and updates.
- Meet the stated financial responsibility, good character, and general fitness requirements; 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.
- Manage banking relationships through an advice-based approach and ensure 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 their accounts 24 hours a day, 7 days a week by sharing and setting up self-service options.
- Follow policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Grow client balances through a proactive and disciplined approach.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
