Private Client Banker - Beacon Hill, MA

About the role

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.

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 career with the firm

Benefits

About Us
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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.