
Private Client Banker - Findlay Main
Are you a driven and customer-focused individual with a passion for finance and wealth management? Do you thrive in a fast-paced and dynamic environment? If so, we have an exciting opportunity for you to join our team as a Private Client Banker at Chase Bank in Findlay Main.As a Private Client Banker, you will be responsible for providing personalized banking and investment services to our high-net-worth clients. You will build and maintain strong relationships with clients by understanding their financial goals and offering tailored solutions to help them achieve their objectives.To excel in this role, you must possess a deep understanding of financial products and services, excellent communication and interpersonal skills, and a proven track record of exceeding sales targets. If you are passionate about delivering exceptional customer service and have a strong desire to grow in the banking industry, we want to hear from you!
- Provide personalized banking and investment services to high-net-worth clients.
- Build and maintain strong relationships with clients by understanding their financial goals and objectives.
- Offer tailored solutions and recommendations to clients to help them achieve their financial objectives.
- Develop and maintain a deep understanding of financial products and services offered by the bank.
- Meet and exceed sales targets by actively promoting and cross-selling banking and investment products.
- Provide exceptional customer service by addressing client inquiries and concerns in a timely and professional manner.
- Stay informed about market trends and industry developments to better serve clients.
- Collaborate with other team members and departments to ensure a seamless and efficient client experience.
- Maintain compliance with all banking regulations and policies.
- Strive to continuously improve personal and team performance by participating in trainings and development opportunities.
- Act as a brand ambassador for the bank, promoting its values and culture to clients and the community.
- Proactively identify and pursue new business opportunities to expand the bank's client base.
- Utilize sales and customer relationship management tools to track and report on performance.
- Participate in networking events and community outreach activities to promote the bank and its services.
Bachelor's Degree In Finance, Business Administration, Or A Related Field.
Minimum Of 3 Years Of Experience In Financial Services, Preferably In Private Banking Or Wealth Management.
Strong Knowledge Of Investment Products, Retirement Planning, And Estate Planning.
Excellent Communication And Interpersonal Skills To Build And Maintain Relationships With High-Net-Worth Clients.
Series 6, 7, And 63 Licenses Required, With The Ability To Obtain Series 65 Or 66 Within 90 Days Of Hire.
Financial Planning
customer service
Relationship Management
Credit Analysis
Portfolio Management
Risk assessment
wealth management
Asset allocation
Retirement planning
Estate Planning
Investment Strategies
Trust Services
Communication
Conflict Resolution
Emotional Intelligence
Leadership
creativity
Teamwork
Adaptability
Problem-Solving
Time-Management
Decision-making
According to JobzMall, the average salary range for a Private Client Banker - Findlay Main in Findlay, OH 45840, USA is $43,000 - $67,000 per year. However, this range can vary depending on factors such as experience, education, and employer.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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