Private Client Banker - Belton, MO
On-site · Belton, Missouri, United States
Job Summary
Private Client Banker in Branch Banking serving a select group of Chase’s affluent clients and other customers. Responsibilities include managing banking relationships with an advice-based approach, connecting clients to specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers), helping clients access self-service options for 24/7 account access, and ensuring compliance with policies and regulatory banking requirements. The role emphasizes relationship-building, growth through referrals, and collaboration with internal partners to meet clients’ financial needs.
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
- Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days of starting the role
- High school degree, GED, or foreign equivalent
- Ability to work branch hours, including weekends and some evenings
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