Private Client Banker- New Build- Perryville Rd
On-site · Rockford, Illinois, United States
Rockford, Illinois, United StatesOn-siteFull TimeMid LevelBachelors DegreeFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Client Banker in Rockford, IL builds and manages relationships with Chase’s affluent clients and other customers in the Branch, delivering education and advice tailored to meet their financial needs, partnering with Specialists to connect clients with experts, promoting self-service options for 24/7 access, and ensuring compliance with banking policies and regulatory requirements.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
- Compliance with Dodd Frank/Truth in Lending Act*
- 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
- Preferred qualifications, capabilities, and skills
- College degree or military equivalent
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.