Private Client Banker - Cactus and 32nd - Phoenix, AZ
On-site · Phoenix, Arizona, United States
Job Summary
Private Client Banker at Chase (Phoenix, AZ) builds and manages complete banking relationships for affluent clients and branch clients, delivering personalized banking solutions and leveraging technology (Chase Mobile App, Chase.com) to enhance client experiences. The role emphasizes proactive relationship management, referrals, and collaboration with experts to meet clients' financial needs, while adhering to policies, procedures, and regulatory requirements and maintaining strong client communication and service.
Required Qualifications
- High school degree, GED, or foreign equivalent
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements
- All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire
- Ability to work branch hours including weekends and some evenings
- NMLS registration under the SAFE Act of 2008 (as applicable) and related ongoing compliance
Desired Qualifications
- relationship-management
- sales experience in financial services
- excellent communication skills
- ability to educate clients on technology solutions
- compliance and risk awareness
- NMLS registration
- FINRA Series 6
- SIE exam
- Truth in Lending Act and Dodd-Frank knowledge
- mortgage licensing requirements
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