Private Client Banker- Brandermill- Chesterfield, VA
About The Position
The Private Client Banker in Branch Banking serves as the main point of contact for a select group of Chase affluent clients and other branch customers. The banker manages clients’ complete banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances, identify suitable products and services, and build lasting relationships. The role also helps acquire new clients by soliciting referrals and developing internal and external sources. The position connects customers with specialists for their specific financial needs and helps clients use self-service options to access accounts at any time. It requires compliance with banking policies, procedures, and regulatory requirements, including requirements related to loan originators and NMLS registration under the SAFE Act. The role requires the ability to work branch hours, including weekends and some evenings.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least one 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.
- Beginning October 1, 2018, candidates not currently registered must 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 the 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.
- NMLS registration under the SAFE Act of 2008, or updating an existing registration as necessary upon active employment; continued employment depends on compliance, including registration immediately after starting and timely annual renewal 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 experts for specialized financial needs.
- Help clients access their accounts conveniently by explaining and setting up self-service options available 24 hours a day, seven days a week.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Adhere to policies, procedures, and regulatory banking requirements.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- 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
