Private Client Banker - Legacy and Lebanon - Frisco, TX
On-site · Frisco, Texas, United States
Job Summary
Private Client Banker in Chase's Frisco, TX leads relationship-based banking for affluent clients, acting as the main point of contact and coordinating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists. Responsibilities include actively managing client banking relationships through an advice-based approach, promoting self-service access, acquiring new clients via referrals, and ensuring compliance with regulatory requirements. The role emphasizes tailored education and advice, growth in client balances, and a strong commitment to customer experience, diversity, and inclusion. A background in financial services with proven client acquisition and relationship-building success, plus required licenses and registrations, is expected. The position requires working during branch hours, including weekends and some evenings, with a path toward licenses and registrations through NMLS and related regulatory bodies.
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
- Securities Industry Essential (SIE) exam OR must be successfully completed within 180 days of starting the role
- FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses
- Compliance with Dodd-Frank/Truth in Lending Act requirements
- 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
Additional Requirements
- NMLS registration under the SAFE Act of 2008 is required; employment contingent upon successful registration and annual renewal
- Criminal conviction history review and credit report as part of NMLS requirements
- This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators; felony convictions within the last seven years may disqualify candidacy
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