Private Client Banker - Elevation Point - New Build - St Augustine, FL
On-site · Saint Augustine, Florida, United States
Job Summary
Private Client Banker in St. Augustine, FL at Chase focuses on managing a select group of affluent clients with an advice-based approach to banking relationships, soliciting referrals, and coordinating with specialists to meet clients' financial needs. Responsibilities include helping clients access self-service options, adhering to regulatory requirements, and maintaining ongoing client relationships. The role requires working hours including weekends/evenings, a high school diploma or GED (college degree preferred), and relevant licensing and regulatory compliance (SIE, FINRA Series 6/7, life licenses, NMLS under SAFE Act). The position emphasizes relationship-building, growth in client balances, and adherence to Chase's customer promise and policies.
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
- NMLS registration under the SAFE Act of 2008; must register or update existing registration immediately after start date and complete annual renewal and updates thereafter
- Disclosure that any felony conviction within the last seven years will disqualify from consideration for the position
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