Private Client Banker - KC East Market - Kansas City, MO
On-site · Kansas City, Missouri, United States
Kansas City, Missouri, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Banker in Branch Banking provides relationship-focused banking to Chase’s affluent clients, managing the complete banking relationship with an advice-based approach, partnering with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, and helping clients access self-service options 24/7 while ensuring compliance with banking policies and regulatory requirements.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- Securities Industry Essentials (SIE) exam and FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days of starting
- Compliance with Dodd-Frank/Truth in Lending Act requirements
- High school degree, GED, or foreign equivalent
- Ability to work branch hours, including weekends and some evenings
- Note: College degree or military equivalent mentioned as preferred qualifications
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