Private Client Banker - Lantana Rd and Jog Rd - Lake Worth, FL
On-site · Lake Worth Beach, Florida, United States
Job Summary
Private Client Banker in Lake Worth, FL, is the main point of contact for a select group of Chase’s affluent clients within the Branch, managing their complete banking relationship with an advice-based approach and collaborating with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts for specialized financial needs. The role emphasizes advising clients to access self-service options 24/7, adherence to regulatory banking requirements, and growth through referrals and internal/external sourcing.
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
- Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, you will be required to register or update your existing registration with NMLS.
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.