Chase
As a Private Client Banker in Branch Banking, you serve as the primary point of contact for Chase's affluent clients, managing their complete banking relationships to drive growth and provide tailored financial advice. The role involves building lasting customer relationships, acquiring new clients through referrals, and partnering with specialists to address specialized financial needs. You will also promote self-service options and ensure adherence to banking policies and regulatory requirements.
Headquarters
New York, New York, United States
CCM combines deep category expertise, real-time market intelligence, and proprietary Synq technology — turning vendor relationships into financial outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Chase.
Chase didn’t post a salary, so this is our estimate from similar listings.
31% above the average for this role