Private Client Banker - Sun City Center - Sun City Center, FL
On-site · Sun City Center, Florida, United States
Job Summary
Private Client Banker in Branch Banking at Chase, serving as the primary contact for a select group of affluent clients. Responsibilities include actively managing client relationships with an advice-based approach, coordinating with Specialists to connect clients to experts, promoting self-service options, and ensuring adherence to regulatory banking requirements. Requires relationship-building success, experience in acquiring and growing client relationships, and willingness to meet branch hours; preferred qualification includes a college degree or military equivalent. The role emphasizes education and advisory services tailored to clients' financial needs and ongoing regulatory compliance.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- SIE exam and FINRA Series 6/7 and Life licenses required or to be completed within 180 days
- Dodd Frank/Truth in Lending Act compliance
- High school degree, GED, or foreign equivalent
- Ability to work weekends/evenings
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