Private Client Banker - State and Delaware Branch - Chicago, IL
On-site · Chicago, Illinois, United States
Chicago, Illinois, 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 Chicago, IL leads a relationship-focused role serving Chase's affluent clientele. You manage the client banking relationship end-to-end, advise on products and services, collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists, enable 24/7 self-service access, and ensure compliance with banking regulations while pursuing new client growth and referrals.
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
- Ability to work branch hours, including weekends and some evenings
- Adherence to policies, procedures, and regulatory banking requirements
- Diversity and inclusion emphasis
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a long-term career with the firm
- National Mortgage Licensing System and Registry (NMLS) registration requirements
Additional Requirements
- Felony conviction within the last seven years will disqualify from consideration
- Criminal conviction history, credit report, and NMLS information reviewed for regulatory compliance and fitness for the position
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