Private Client Banker - Belmont, MA
On-site · Belmont, Massachusetts, United States
Job Summary
Private Client Banker in a Chase branch serving a select group of affluent clients with a relationship-focused approach. Responsibilities include managing clients’ banking relationships, proactively growing balances, acquiring new clients through referrals and internal/external sources, coordinating with specialists to address specialized needs, facilitating self-service access to accounts, and ensuring compliance with banking policies and regulatory requirements. Requires strong communication and ability to work flexible branch hours, plus licenses and registrations (SIE, FINRA Series 6/7, state licenses, NMLS) per regulatory requirements.
Required Qualifications
- 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
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
- Dodd Frank/Truth in Lending Act
- This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators
- NMLS registration under the SAFE Act of 2008
- Upon active employment, register/update NMLS and comply with SAFE Act requirements
Desired Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- SIE exam
- FINRA Series 6/7
- state registration (including 63 or 66 if required) and Life licenses
- Compliance with Dodd-Frank/Truth in Lending Act
- NMLS registration/SAFE Act requirements
- College degree or military equivalent (preferred)
- Experience cultivating relationships with affluent clients
- Strong team orientation and long-term career with the firm
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