Private Client Banker - Forest Lake - Forest Lake, MN

You have a passion for taking care of customers and employees, making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and demonstrating a strong commitment to diversity and inclusion. At Chase, you’ll help people experience our Customer Promise—helping them make the most of their money so they can make the most of their lives by providing education and advice tailored to their financial needs.

About the role

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, using a proactive and disciplined approach to grow their balances. You will also help acquire new clients by actively soliciting referrals and developing internal and external sources.

Responsibilities

• Share the value of Chase Private Client with eligible clients
• Actively manage banking relationships through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers with experts for specialized financial needs
• Make clients’ lives more convenient by setting up self-service options for 24/7 account access
• Adhere to policies, procedures, and regulatory banking requirements

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year of Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating customer relationships, and revenue generation
• Beginning Oct. 1, 2018, if 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 completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act
• High school diploma, GED, or foreign equivalent
• Ability to work branch hours, including weekends and some evenings

Preferred Qualifications

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment to a long-term career with the firm

Benefits

We offer a competitive total rewards package including base salary determined based on role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions. Benefits include:

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

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 products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow by delivering solutions to meet their financial needs.

Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and offer the most-used digital solutions—all while ranking first in customer satisfaction.