Private Client Banker - Skokie and Emerson - Skokie, 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 providing education and advice tailored to customers’ financial needs, building lasting relationships, and helping customers make the most of their money. You share the value of Chase Private Client with eligible customers, connect clients with specialists for financial needs, and help them use self-service banking options. The position is subject to regulatory, licensing, and registration requirements, including Dodd Frank/Truth in Lending Act and SAFE Act requirements.
Requirements
- 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.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- SIE exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required if not already registered, or must be successfully completed 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.
- NMLS registration under the SAFE Act, or update existing registration as necessary, with continued compliance including timely annual renewal and required 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 each client receives 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, 7 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.
- Register or update NMLS registration as required under the SAFE Act and comply with registration, renewal, and update requirements.
Benefits
- Competitive total rewards package, including base salary; eligible roles may receive commission-based pay and/or discretionary incentive compensation.
- 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
Mid Level
Education Level
High school or GED
