Private Client Banker - West Hartford, CT
On-site · West Hartford, Connecticut, United States
West Hartford, Connecticut, 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 serves a select group of Chase’s affluent clients, managing their banking relationship with an advice-based approach, partnering with Specialists to connect clients to experts, promoting self-service options, and driving new client acquisition through referrals while complying with banking regulations.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience
- 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 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
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