Private Client Banker - NW Indiana - Willowcreek, IN
On-site · Portage, Indiana, United States
Portage, Indiana, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Banker in Branch Banking at Chase, serving affluent clients and a select group of customers by managing end-to-end banking relationships, acquiring new clients through referrals, collaborating with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers), promoting self-service access 24/7, and ensuring compliance with banking regulations and internal policies.
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
- High school degree, GED, or foreign equivalent
- 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
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 (requirement to register/update upon start)
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