Private Client Banker - Medford High Street
On-site · Medford, Massachusetts, United States
Job Summary
Private Client Banker in a Chase branch focuses on affording affluent clients a proactive, education-based approach to managing their money, growing client balances, and acquiring new clients through referrals. The role involves managing complete banking relationships with a proactive, advice-based mindset, partnering with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialized financial services, and enabling convenient 24/7 self-service access. The position requires adherence to regulatory banking requirements, and candidates must hold or obtain SIE, FINRA Series 6/7, state registrations, and Life licenses within the stated period, with additional NMLS/SAFE Act considerations. Strong communication, relationship-building, and long-term career commitment within the firm are preferred, along with the ability to work weekend/evening hours.
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
- SIE exam, 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 role
- Dodd-Frank/Truth in Lending Act compliance
- High school degree, GED, or foreign equivalent
- NMLS registration requirement and SAFE Act compliance
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