Private Client Banker - Schaumburg Meacham - Schaumburg, IL

JPMorganChase • Schaumburg, IL

13h • Onsite

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 soliciting referrals and developing internal and external sources.

The role provides education and advice tailored to customers’ financial needs and helps them make the most of their money. It requires compliance with banking policies, procedures, and regulatory requirements, including Dodd Frank/Truth in Lending Act and SAFE Act loan originator and NMLS registration requirements. Employment is contingent on applicable qualification and background reviews, and continued employment depends on ongoing compliance 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 experience or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Beginning October 1, 2018, candidates not already registered must pass the SIE exam and FINRA Series 6 or 7, obtain required state registration (including Series 63 or 66 if required), and obtain Life licenses, or successfully complete these requirements within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including applicable criminal conviction history, credit report, NMLS information, and other relevant reviews.
• 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 updating an existing registration as necessary, with successful registration immediately after the start date and timely annual renewal and required updates thereafter.

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 experts for specialized financial needs.
• Help make clients’ lives more convenient by sharing and setting up self-service account access options available 24 hours a day, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by actively soliciting referrals and developing internal and external sources.
• Manage clients’ complete banking relationships and generate growth in their balances.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED