Private Client Banker - Montana and 7th - Santa Monica, CA
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 help acquire new clients by actively soliciting referrals and developing internal and external sources. The role focuses on welcoming and valuing customers, building lasting relationships, doing the right thing, exceeding expectations, and providing education and advice tailored to customers’ financial needs. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act of 2008. Employment is contingent on the applicable reviews and ongoing compliance described in the posting, including registration and required renewals and updates. The position is also subject to Section 19 of the Federal Deposit Insurance 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 currently registered, successfully complete the Securities Industry Essentials (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.
- 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.
- Register on NMLS or update an existing registration as necessary after starting employment, and comply with SAFE Act registration, annual renewal, and update requirements.
- Meet applicable Section 19 of the Federal Deposit Insurance Act 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 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 soliciting referrals and developing internal and external sources.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
