Private Client Banker - Iowa/Illinois Market - Moline, IL

Military Spouse Corporate Career Network • Moline, IL

2d • 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 and other branch customers. You manage clients’ complete banking relationships across the company using a proactive, disciplined approach to grow balances and acquire new clients through referrals and internal and external sources. The role focuses on providing education and advice tailored to customers’ financial needs, building lasting relationships, and helping clients access suitable products, services, and self-service banking options.

The position is in the Moline, Illinois market. It is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on satisfying applicable qualification, registration, renewal, and compliance 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 financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• High school degree, GED, or foreign equivalent.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.
• If not already registered, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required or must be successfully completed within 180 days of starting the role.
• Must meet Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates from consideration.
• Must register with or update registration in the National Mortgage Licensing System and Registry (NMLS) upon active employment, and meet SAFE Act requirements for annual renewal and timely 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 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 clients access their 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.
• Grow client balances through a proactive and disciplined approach.

What This Job Offers

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