Private Client Banker- Long Point Branch-Houston, TX
On-site · Houston, Texas, United States
Houston, Texas, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Client Banker at Chase manages a banking relationship for affluent clients within a branch setting, actively acquires and deepens client relationships, collaborates with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, guides clients to self-service options, and ensures compliance with banking regulations while delivering education and tailored financial advice.
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
- FINRA Series 6/7
- state registration (including 63 or 66 if required)
- Life licenses
- Dodd-Frank/Truth in Lending Act compliance
- NMLS registration and SAFE Act requirements (post-start)
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