Private Client Banker - Teasley and Hickory Creek - Denton, TX
On-site · Denton, Texas, United States
Job Summary
Private Client Banker in Branch Banking at Chase serves as the main point of contact for a select group of affluent clients, managing complete banking relationships with an advice-based approach, proactively generating growth, acquiring new clients through referrals, and partnering with Specialists to connect clients with experts. Responsibilities include advising on products/services, facilitating self-service options, adhering to regulatory requirements, and delivering education tailored to client financial needs. The role emphasizes building lasting relationships, exceeding expectations, strong communication, and a commitment to diversity and inclusion. The position requires collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to enhance the client experience and meet regulatory standards.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- SIE exam or able to obtain
- FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or to be completed within 180 days
- Dodd Frank/Truth in Lending Act knowledge
- High school degree, GED, or foreign equivalent
- Ability to work branch hours, including weekends and some evenings
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