Private Client Banker - Century Center Branch - Modesto, CA

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.

Here at Chase, you'll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.

You've successfully collaborated with colleagues and worked as part of a team to achieve business results.

As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.

You'll help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job Responsibilities



* Share the value of Chase Private Client with clients that may be eligible


* Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs


* Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs


* Make 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


* Adhere 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


* Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation


* Beginning Oct.

1, 2018, if you are not currently registered, the Securities Industry Essential (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 required


* 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 strongly preferred


* Experience cultivating relationships with affluent clients is strongly preferred


* Strong team orientation with a commitment of long-term career with the firm

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