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Chase · 23 hours ago

Private Client Banker - Financial District - San Francisco, CA

2300 16th St, Ste 290, San Francisco, CA, 94103, US

Full-time

Onsite

Entry Level

$25/hr - $32.69/hr

1+ years exp

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Private Client Banker, you will be the main point of contact for affluent clients, managing their banking relationships and providing tailored financial advice to meet their needs.

BankingFinancial Services

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

Qualification

Client relationship managementFinancial services experienceSecurities Industry Essential (SIE)FINRA Series 6/7Team orientationCustomer serviceCommunication skills

Required

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