Private Client Banker - Tanasbourne Branch - Hillsboro, OR
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 helping customers make the most of their money through education and advice tailored to their financial needs. You share the value of Chase Private Client with eligible clients, manage banking relationships through an advice-based approach, and connect customers with specialists for their financial needs. The position requires compliance with banking policies, procedures, and regulatory requirements, as well as the Dodd Frank/Truth in Lending Act and SAFE Act/NMLS registration requirements. The role is based at the Tanasbourne Branch in Hillsboro, Oregon.
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 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 for Loan Originators.
- 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 the position’s SAFE Act requirements, including NMLS registration or updating an existing registration after starting, and timely completion of annual renewal and required 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 appropriate products and services.
- 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.
- Manage clients’ complete banking relationships across the company and use a proactive, disciplined approach to generate growth in their balances.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
