Private Client Banker - Arlington Heights Dunton - Arlington Heights, IL
About The Position
As a Private Client Banker in Chase Branch Banking, you serve as the main point of contact for a select group of Chase’s affluent clients and other branch customers. You manage clients’ banking relationships across the company using a proactive, disciplined, advice-based approach to help meet their financial needs and grow balances. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role supports Chase’s Customer Promise by providing education and tailored financial advice, building lasting relationships, and helping clients access convenient banking services.
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, obtain the Securities Industry Essential (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 requirements.
- High school degree, GED, or foreign equivalent.
- Adhere to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- Register with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act, or update an existing registration as necessary; continued employment depends on compliance, including registration after starting and timely annual renewal and updates.
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 the products and services suited to their needs.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for their financial needs.
- Help clients access their accounts 24 hours a day, seven days a week by sharing and setting up self-service options.
- Adhere to policies, procedures, and regulatory banking requirements.
- Solicit referrals and develop internal and external sources to acquire new clients.
Benefits
- Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
