Private Client Banker - Wisconsin/Northern IL Market - Kenosha, WI
On-site · Kenosha, Wisconsin, United States
Job Summary
Private Client Banker in Branch Banking; main point of contact for Chase’s affluent clients, managing the complete banking relationship with an advice-based approach, partnering with Specialists to connect clients to experts, promoting self-service options, and actively soliciting referrals to acquire new clients and grow balances. Responsibilities include adherence to policies and regulatory requirements and delivering education and guidance tailored to clients’ financial needs. Requires 1+ year in banking or financial services, with licensing/regulatory requirements to be completed within 180 days; must work hours including weekends/evenings. Preferred qualifications include college degree, relationship-building with affluent clients, and team orientation.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses or must be completed within 180 days
- High school degree, GED, or foreign equivalent
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