Private Client Banker - Spring Grove Branch - Spring Grove, 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 help acquire new clients by actively soliciting referrals and developing internal and external sources. The role focuses on building lasting customer relationships, providing education and advice tailored to clients’ financial needs, and helping clients make the most of their money. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies applicants. The role also requires NMLS registration under the SAFE Act of 2008, with successful registration immediately after the start date and timely annual renewal and updates thereafter. Continued employment depends on complying with these requirements.
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.
- If not currently registered, pass the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
- Comply with Dodd Frank/Truth in Lending Act qualification requirements.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
- Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration as needed, immediately after starting; complete annual renewal and required updates on time.
- Demonstrate financial responsibility, good character, and general fitness as determined through the employer’s review. A felony conviction within the last seven years disqualifies applicants.
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 clients receive suitable products and services.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
- Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
