Private Client Banker - Greater Lakeshore / Mississippi Market - MS
On-site · Flowood, Mississippi, United States
Job Summary
Private Client Banker in Chase's Branch Banking for the Greater Lakeshore / Mississippi Market region. Serves as the main point of contact for a select group of affluent clients, managing their banking relationships with an advice-based approach, collaborating with Specialists to connect clients to experts, guiding clients with self-service access to accounts 24/7, and ensuring compliance with banking policies and regulatory requirements. Responsibilities include acquiring new clients through referrals, maintaining and growing client relationships, and supporting a long-term, relationship-driven banking experience. Required: 1+ year banking experience, SIE/Series 6/7 and state registrations (or completed within 180 days), Life licenses, compliance with Dodd-Frank/Truth in Lending Act, and the ability to work weekend/evening hours. Education: high school diploma/GED or foreign equivalent (college degree preferred). Note: This role is a full-time position in Flowood, MS with on-site responsibilities at the branch.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- High school degree, GED, or foreign equivalent
- Securities Industry Essentials (SIE) exam and FINRA Series 6/7 (or must be completed within 180 days)
- state registration (including 63 or 66 if required) and Life licenses
- Dodd Frank/Truth in Lending Act compliance
- NMLS registration under SAFE Act (after start)
- ability to work branch hours including weekends and some evenings
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