Private Client Banker - Coulter and Loop 335 (New Build) - Amarillo, TX
On-site · Amarillo, Texas, United States
Job Summary
Private Client Banker in Amarillo, TX, serving a select group of Chase’s affluent clients and other customers. Responsibilities include actively managing client banking relationships with an advice-based approach, partnering with specialists to connect clients to experts for specialized needs, promoting self-service access to accounts, and ensuring compliance with banking policies and regulatory requirements. The role emphasizes acquiring new clients, soliciting referrals, and maintaining relationships and revenue, with a focus on education and tailored financial guidance within a branch banking context.
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
- High school degree, GED, or foreign equivalent
- Ability to work branch hours, including weekends and some evenings
- Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days of starting the role
- Compliance with Dodd Frank/Truth in Lending Act
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