Private Client Banker - Greater Kansas Market - Wichita, 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 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 building lasting customer relationships, providing education and advice tailored to customers’ financial needs, and connecting clients with specialists for more complex 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. Continued employment is contingent on meeting applicable qualification, registration, renewal, and update requirements.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least one year of Branch Banking Banker experience 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, applicable state registration (including 63 or 66 if required), and Life licenses within 180 days of starting the role.
- Comply with Dodd Frank/Truth in Lending Act qualification 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.
- Register on NMLS or update an existing registration as necessary upon active employment, and comply with SAFE Act registration, annual renewal, and update requirements.
- Demonstrate financial responsibility, good character, and general fitness for the position as determined through the employer’s review of relevant information.
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 sharing and setting up self-service options available 24 hours a day, seven 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 generate growth in their balances.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
