Private Client Banker, Fox Chapel Branch, Pittsburgh, PA
On-site · Pittsburgh, Pennsylvania, United States
Job Summary
Private Client Banker at Chase's Fox Chapel Branch in Pittsburgh serves a select group of affluent clients, managing their banking relationships with an advice-based approach. The role involves helping clients maximize their financial lives, acquiring new clients through referrals, partnering with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect clients with experts, and enabling convenient access to self-service options while complying with regulatory banking requirements.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- Securities Industry Essential (SIE) exam
- FINRA Series 6/7
- state registration (including 63 or 66 if required)
- Life licenses
- Compliance with Dodd Frank/Truth in Lending Act
- High school degree, GED, or foreign equivalent
- Ability to work branch hours, including weekends and some evenings
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