Private Client Banker - US 41 and Mooring Line Dr - Naples, FL

About the role

You will serve as 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, taking a proactive and disciplined approach to grow balances and deliver advice tailored to each client’s financial needs. 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 clients who may be eligible
• Actively manage clients’ banking relationships through an advice-based approach, ensuring they receive 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 who can help them with specialized financial needs
• Make clients’ lives more convenient by sharing and setting up self-service options to access their accounts 24 hours a day, 7 days a week
• Adhere to policies, procedures, and regulatory banking requirements

Required Qualifications

• 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 and maintaining customer relationships, and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essentials (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 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