Private Client Banker - Rayzor Ranch - Denton, TX
On-site · Denton, Texas, United States
Denton, Texas, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Banker in Branch Banking responsible for managing a select group of Chase affluent clients and other customers, building and maintaining banking relationships through an advisory approach, connecting clients to Specialists for specialized needs, and encouraging referrals while ensuring access to self-service options and adherence to regulatory banking requirements.
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
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
- 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
- Preferred qualifications, capabilities, and skills include Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
- Dodd Frank/Truth in Lending Act
- NMLS registration requirements under SAFE Act
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