Private Client Banker - Preston Center - Dallas, TX

Short Description

As a Private Client Banker, you are the point of contact for a select group of Chase's clients as well as customers in the Branch.

Posting Description

You have a passion 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 will 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.

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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.

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

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 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


* 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 of long-term...