Private Client Banker - Georgia Northeast - Braselton, GA (New Build)
On-site · Braselton, Georgia, United States
Job Summary
Private Client Banker in Branch Banking for Braselton, GA serves a select group of Chase’s affluent clients, manages their banking relationship with an advice-based approach, collaborates with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect clients with experts, and drives growth in client balances while promoting self-service options. The role requires adherence to regulatory banking requirements and a strong emphasis on relationship-oriented, education-based client service.
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
- College degree or military equivalent
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