Private Client Banker - Andorra Branch - Philadelphia, PA
On-site · Philadelphia, Pennsylvania, United States
Job Summary
Private Client Banker at a Chase branch in Philadelphia serves affluent clients, managing complete banking relationships with an advice-based approach, collaborating with specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers), promoting self-service options, and ensuring compliance with banking regulations; requires customer-relationship experience, SIE/Series 6/7 and Life licenses within 180 days, and adherence to Dodd-Frank/Truth in Lending Act; eligible candidates typically have a high school diploma or equivalent, with preferred college degree or military equivalent, and willingness to work weekends/evenings; the role involves relationship-building, new client acquisition, and collaboration to connect clients with specialized financial services.
Required Qualifications
- 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
- Note: this role is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators; NMLS registration required
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