Private Client Banker - Georgia Northeast - Hoschton, GA
On-site · Hoschton, Georgia, United States
Job Summary
Private Client Banker in Branch Banking, the main point of contact for Chase’s affluent clients, managing banking relationships with an advice-based approach, partnering with Specialists to connect clients to experts, and promoting self-service options while complying with banking regulations and licensing requirements such as SIE, FINRA Series 6/7, and NMLS. Requires high school degree or GED with preferred college degree, and availability for branch hours including weekends; responsibilities include client acquisition, relationship management, and adherence to regulatory requirements.
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
- 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
- Compliance with Dodd Frank/Truth in Lending Act*
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