Private Client Banker - Westwood University Ave, MA

Private Client Banker at Chase serves a select group of affluent clients within the Branch Banking team, managing complete banking relationships through an advisory, education-based approach. Responsibilities include actively acquiring and deepening client relationships, partnering with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, guiding clients to self-service options to access accounts 24/7, and maintaining compliance with policies, procedures, and regulatory banking requirements. The role emphasizes relationship-building, proactive service, and growth in client balances, with a focus on providing tailored financial education and advice to meet clients' needs. Strong communication, a client-centric mindset, and long-term career commitment to the firm are preferred.