Private Client Banker-Yale and I10- Houston, TX
On-site · Houston, Texas, United States
Houston, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Client Banker in Branch Banking: main contact for a select group of Chase’s affluent clients, managing complete banking relationships with an advice-based approach; partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to specialists; facilitates 24/7 self-service access and adheres to regulatory banking requirements; focuses on acquiring new clients through referrals and building long-term relationships.
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
- 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
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