Private Client Banker - (New Build) Hardeeville - Hardeeville, SC
Core
Main point of contact for a select group of affluent clients and other customers in the branch, managing their complete banking relationship and generating growth in balances.
Role type
Private Client Banker (Branch Banking)
Builds
Banking relationships and client balances for Chase's affluent clients
Domain
Financial Services / Retail Banking
Required skills
Relationship management, new client acquisition, cross-selling financial products, regulatory compliance, self-service adoption
Preferred skills
Experience with affluent clients, team orientation, long-term career commitment
Technologies
NMLS, Dodd Frank, Truth in Lending Act
Responsibilities
Manage complete banking relationship across the company, acquire new clients via referrals, partner with specialists for specialized needs, set up self-service options
Seniority
Entry-level to Mid-level