Private Client Banker - Missoula Brooks Street (New Build) - Missoula, MT
On-site · Missoula, Montana, United States
Job Summary
Private Client Banker in Branch Banking at Chase manages a banking relationship for affluent clients, partnering with Specialists to connect clients with Mortgage Banking and Business Relationship Managers, and helping clients access self-service options 24/7. The role emphasizes an advice-based approach, growth in client balances, proactive referrals, and adherence to regulatory banking requirements. Required: 1+ year of branch banking/financial services experience with demonstrated success in acquiring and deepening client relationships; and, securities/licensing requirements or completion within 180 days; high school degree or equivalent. Preferred: college degree or military equivalent; strong communication, team orientation, and long-term career commitment with the firm; knowledge of Dodd-Frank/Truth in Lending Act and NMLS registration processes.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- High school degree, GED, or foreign equivalent
- Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses within 180 days
- Compliance with Dodd Frank/Truth in Lending Act
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