Private Client Banker - Arden Woods Branch (New Build) - Greenville, SC

What you'll do

• Manage client banking relationships using an advice-based approach and connect customers with specialists for financial needs.
• Acquire new clients through referrals and internal and external sources; share Chase Private Client benefits with eligible clients.
• Help customers set up self-service banking options and follow banking policies and regulatory requirements.

What they ask for

• Demonstrated success acquiring and deepening client relationships using a value-added, relationship-oriented approach.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with success in client acquisition, relationship management, and revenue generation.
• SIE, FINRA Series 6/7, applicable state registration (including 63 or 66 if required), and Life licenses—or successful completion within 180 days of starting, if not already registered.
• High school degree, GED, or foreign equivalent; comply with Dodd Frank/Truth in Lending Act and SAFE Act/NMLS registration requirements; ability to work branch hours, including weekends and some evenings.

Nice to have

• Excellent communication skills; college degree or military equivalent.
• Experience cultivating relationships with affluent clients; strong team orientation and commitment to a long-term career with the firm.

Tools

NMLS