Private Client Banker - Schaumburg Meacham - Schaumburg, IL
About The Position
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You also help acquire new clients by actively soliciting referrals and developing internal and external sources. The role focuses on helping customers make the most of their money through financial education and advice tailored to their needs. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other relevant information. It also requires NMLS registration under the SAFE Act of 2008, with registration or an update required upon active employment and ongoing renewal and updates thereafter.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least 1 year of Branch Banking Banker or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- Securities Industry Essentials (SIE) exam, FINRA Series 6/7, applicable state registration (including 63 or 66 if required), and Life licenses, if not already registered, or successful completion within 180 days of starting the role.
- Compliance with Dodd Frank/Truth in Lending Act qualification requirements.
- High school degree, GED, or foreign equivalent.
- Adherence to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- NMLS registration under the SAFE Act of 2008, or an update to an existing registration, immediately after starting; continued employment is contingent on compliance, annual renewal, and required updates.
- An offer is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and fitness. A felony conviction within the last seven years disqualifies candidates.
Nice To Haves
- 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.
Responsibilities
- Share the value of Chase Private Client with clients who may be eligible.
- Actively manage banking relationships through an advice-based approach, ensuring each client receives suitable products and services.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for their financial needs.
- Help clients access accounts conveniently by sharing and setting up self-service options available 24 hours a day, 7 days a week.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Generate growth in client balances through proactive management of banking relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
