Private Client Banker - County Line and Appleton Branch - Germantown, WI
On-site · Germantown, Wisconsin, United States
Germantown, Wisconsin, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Client Banker in Germantown, WI serves a select group of Chase affluent clients within Branch Banking, managing complete banking relationships with an advice-based approach. Responsibilities include proactively growing client balances, acquiring new clients via referrals and internal/external sources, partnering with Specialists to connect clients to experts for specialized financial needs, enabling 24/7 self-service access, and adhering to regulatory banking requirements.
Required Qualifications
- High school degree, GED, or foreign equivalent
- SIE exam and FINRA Series 6/7 (or must be completed within 180 days)
- state registration (including 63 or 66 if required) and Life licenses as applicable
- Compliance with Dodd-Frank/Truth in Lending Act
- NMLS registration under the SAFE Act (and ongoing renewal)
- Ability to work branch hours, including weekends and some evenings
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