Private Client Banker - Atlanta GA
Overview
Lead affluent clients in Branch Banking delivering personalized financial advice. Build lasting relationships and exceed expectations while supporting diversity and inclusion. Manage complete banking relationships and drive growth through proactive engagement. Partner with specialists to connect clients with expert resources.
What You'll Do11
- 1Share Chase Private Client values with eligible clients
- 2Manage banking relationships through advice-based approach
- 3Partner with Private Client Advisors and other specialists
- 4Set up self-service account options for 24/7 access
- 5Adhere to policies and regulatory banking requirements
- 6Demonstrate value-added relationship approach for acquisition and retention
- 7Acquire new clients via referrals and internal/external sourcing
- 8Maintain compliance with Dodd Frank/Truth in Lending Act
- 9Hold a high school degree or college degree requirement
- 10Work branch hours including weekends and evenings
- 11Collaborate with team for long-term career development
Requirements11
- 11+ year Branch Banking experience with new client acquisition
- 2Registered with SIE exam and FINRA Series 6/7
- 3State registration meeting 63 or 66 requirements
- 4Life license or SIE completion within 180 days
- 5Compliance with Dodd Frank/Truth in Lending Act
- 6High school diploma or equivalent
- 7Ability to work weekends and evenings
- 8Strong communication skills
- 9College degree preferred
- 10Experience cultivating affluent client relationships
- 11Commitment to long-term career with firm
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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