Private Client Banker Benicia Branch- Benicia, CA
About The Position
The Private Client Banker in Branch Banking is the main point of contact for a select group of Chase’s affluent clients as well as other branch customers. The role manages clients’ complete banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances, identify appropriate products and services, and acquire new clients through referrals and internal and external sources. The banker also connects customers with specialists for their financial needs and helps them use self-service banking options. The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Federal Deposit Insurance Act Section 19 review and Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. It also requires NMLS registration under the SAFE Act, with ongoing registration, renewal, and update obligations. Employment is contingent on the applicable reviews and compliance requirements.
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, successful completion of 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.
- Compliance with Dodd Frank/Truth in Lending Act requirements.
- 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.
- Meet applicable Federal Deposit Insurance Act Section 19 and Dodd Frank/Truth in Lending Act qualification requirements.
- Register or update registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting, and complete required 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 clients receive 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, 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 client banking relationships across the company and proactively generate growth in balances.
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
Mid Level
Education Level
High school or GED
