Private Client Banker, Scottsdale Banking & Financial Services
Overview
Own a high touch client relationship role within our Scottsdale market, advising affluent clients on banking products and services. You will grow relationships, generate referrals, and connect clients with specialists for complex needs. Collaborate with Private Client Advisors Mortgage Bankers and Business Relationship Managers to deliver tailored solutions. The role combines relationship management, sales, compliance, and a client-first mindset to differentiate Chase Private Client banking.
What You'll Do5
- 1Build relationships with affluent clients and expand balances through a proactive, advice-based approach
- 2Partner with Specialists to connect customers to experts for specialized financial needs
- 3Drive client convenience by promoting self-service options and 24/7 access
- 4Acquire new clients through referrals and new client acquisition strategies
- 5Maintain compliance with banking regulations and internal policies
Requirements5
- 11+ year Branch Banking Banker or equivalent experience in financial services with proven new client acquisition
- 2Compliance with Dodd Frank/Truth in Lending Act requirements and relevant licensing
- 3High school degree, GED, or foreign equivalent
- 4Ability to work branch hours including weekends and some evenings
- 5SIE exam FINRA Series 6/7 and Life licenses or complete within 180 days of starting
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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