Private Client Banker - (New Build) - Greater Kansas Market - Shawnee, KS
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 branch customers. You manage their complete banking relationships across the company through a proactive, disciplined, advice-based approach, helping grow balances and ensuring clients receive suitable products and services. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role involves connecting customers with specialists for specialized financial needs, helping clients use 24/7 self-service account options, and complying with banking policies, procedures, and regulations. The position requires branch-hour availability, including weekends and some evenings, and is subject to loan-originator qualification 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 or equivalent financial-services experience, with verifiable success in new-client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- If not currently registered, complete the Securities Industry Essential (SIE) exam, FINRA Series 6/7, required 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/Truth in Lending Act requirements.
- 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 Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the firm's review of relevant criminal-conviction history, credit report, NMLS information, and other relevant information.
- Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act after starting employment, and comply with annual 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 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 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.
- Acquire new clients by soliciting referrals and developing internal and external sources.
Benefits
- Competitive total rewards package, including base salary.
- 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.
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
Entry Level
Education Level
High school or GED
