Embrace a rewarding career as a Private Client Banker at Chase, where you enhance customer relationships and provide tailored financial advice. Engage with affluent clients while ensuring their banking needs are met every day.
In this critical role within Branch Banking, you will serve as the primary contact for select high-value clients. Your proactive approach will help manage their banking relationships and drive growth in account balances. You will also actively seek new clients through referrals and internal networking opportunities.
Key Responsibilities:
- Share Chase Private Client benefits with eligible clients
- Manage client banking relationships with personalized advice
- Collaborate with financial specialists to meet client needs
- Set up self-service banking options for convenience
- Follow all regulatory banking policies and procedures
Requirements:
- 1+ years Branch Banking or equivalent financial services experience
- Proven success in client acquisition and relationship building
- Completion of necessary licensing exams within required timeline
- High school diploma or GED required
- Ability to work branch hours, including weekends and evenings
Excel in developing client relationships and delivering outstanding financial solutions at Chase.
Client-Focused Private Banker at Chase in Quinte West employer: Next Frontier Capital
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