Private Client Banker - El Dorado Town Center Branch - El Dorado Hills, CA
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
Client banking relationships and account balances
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Relationship management, new client acquisition, referral solicitation, self-service setup, regulatory compliance
Preferred skills
Experience with affluent clients, team orientation, college degree
Technologies
NMLS, Dodd Frank, Truth in Lending Act
Responsibilities
Share value of Chase Private Client with eligible clients, actively manage banking relationships through an advice-based approach, partner with Specialists to connect customers to experts, set up self-service options for clients, adhere to policies and regulatory requirements