Private Banker

Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice‑based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self‑service options to access their accounts 24 hours a day, 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value‑added, relationship‑oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if not currently registered, the Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required – or must be successfully completed within 180 days of starting the role Compliance with Dodd‑Frank/Truth in Lending Act* 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 Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment to a long‑term career with the firm Dodd‑Frank/Truth in Lending Act requirements This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on a review of your criminal conviction history, credit report, NMLS information, and other relevant data. Any felony conviction within the last seven years disqualifies you. Your continued employment is contingent upon compliance with the Truth in Lending Act/Dodd‑Frank Loan Originator requirements, including registering with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act of 2008. You must register or update your existing registration upon active employment and maintain compliance with renewal and required updates thereafter. Equal Opportunity Employer We are an equal opportunity employer and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants and employees with religious practices and beliefs, as well as mental health or physical disability needs. Benefits Competitive total rewards package, including base salary based on role, experience, skill set, and location Eligible roles may receive commission‑based pay and/or discretionary incentive compensation in cash or equity Comprehensive health‑care coverage On‑site health and wellness centers Retirement savings plan Backup childcare Tuition reimbursement Mental health support Financial coaching #J-18808-Ljbffr