Private Client Banker - Fairway, KS
On-site · Fairway, Kansas, United States
Job Summary
Private Client Banker in Branch Banking serves as the main point of contact for Chase’s affluent clients, managing complete banking relationships, proactively growing client balances, and acquiring new clients through referrals. Partners with Specialists to connect clients to experts for specialized financial needs, facilitates self-service access to accounts 24/7, and adheres to banking policies and regulatory requirements. The role requires relationship-based sales and client-service skills, a track record of new client acquisition, and the ability to work with hours including weekends and some evenings. It emphasizes education on financial products, regulatory compliance, and a long-term commitment to the firm.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- Securities Industry Essentials (SIE) exam required or must be completed within 180 days
- FINRA Series 6/7 required or must be completed within 180 days
- state registration (including 63 or 66 if required) and Life licenses
- Compliance with Dodd-Frank/Truth in Lending Act
- NMLS registration under the SAFE Act of 2008
- NMLS registration upon active employment and annual renewal
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