Private Client Banker - Hillside Dallas Branch - Dallas, TX

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