Private Client Banker - Southeast PA Market Hire - Exton, PA
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 actively soliciting referrals and developing internal and external sources. The role provides education and advice tailored to customers’ financial needs, helping them make the most of their money. It requires a relationship-oriented approach, partnership with financial specialists, and adherence to 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.
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, complete the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses; these must be completed 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 applicable Loan Originator qualification requirements, including review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, character, and fitness. A felony conviction within the last seven years disqualifies candidates.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) upon active employment, and comply with SAFE Act requirements, including registration immediately after starting and timely annual renewals and updates.
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 specialists for their 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 actively soliciting referrals and developing internal and external sources.
- Generate growth in clients’ balances through proactive and disciplined management of their banking relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
