Private Client Banker - (New Build) Walker Farms - Clarksville, TN
On-site · Clarksville, Tennessee, United States
Job Summary
Private Client Banker in Branch Banking at Chase, the main point of contact for a select group of affluent clients, providing education and tailored financial advice, actively growing client balances, soliciting referrals, and coordinating with Specialists to connect customers to experts. Responsibilities include managing client relationships with an advice-based approach, ensuring access to self-service options, and maintaining compliance with banking regulations. Strong emphasis on relationship-building, communication, and long-term career with the firm.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- Securities Industry Essentials (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
- Compliance with Dodd-Frank/Truth in Lending Act
- High school degree, GED, or foreign equivalent
- Ability to work branch hours, including weekends and some evenings
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