Talent.com
Private Client Banker - Carpentersville - Carpentersville, IL
Private Client Banker - Carpentersville - Carpentersville, ILChase • Carpentersville, IL, US
Private Client Banker - Carpentersville - Carpentersville, IL

Private Client Banker - Carpentersville - Carpentersville, IL

Chase • Carpentersville, IL, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Private Client Banker

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job Responsibilities

  • Shares the value of Chase Private Client with clients that may be eligible
  • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day / 7 days a week
  • Adheres to policies, procedures, and regulatory banking requirements

Required Qualifications, Capabilities, and Skills

  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
  • 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

  • Excellent communication skills
  • College degree or military equivalent
  • Experience cultivating relationships with affluent clients
  • Strong team orientation with a commitment of long-term career with the firm
  • Dodd Frank / Truth in Lending Act

    This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements.

    In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

    [job_alerts.create_a_job]

    Private Banker • Carpentersville, IL, US

    [internal_linking.related_jobs]
    Business Banking Relationship Manager VP

    Business Banking Relationship Manager VP

    Associated Bank - Corp • Elgin, IL, United States
    [job_card.full_time]
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Director - Private Client Services

    Tax Director - Private Client Services

    EisnerAmper • Elgin, IL, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Billing Specialiat

    Billing Specialiat

    CFS • Elgin, IL, US
    [job_card.full_time]
    This role combines billing operations with core accounting tasks to ensure smooth workflows and compliance with company standards. Responsibilities for the Billing Specialist.Process vendor invoices...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Senior Branch Specialist (Personal Banker) - Float

    Senior Branch Specialist (Personal Banker) - Float

    Consumers Credit Union • Streamwood, IL, United States
    [job_card.full_time]
    Join Consumers Credit Union as a Senior Branch Specialist (Personal Banker)- Float at our Arlington Heights branch!.This position will be based out of our Arlington Heights branch but will float to...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Care Specialist (Part Time)

    Personal Care Specialist (Part Time)

    Green Thumb Industries • Lake in the Hills, IL, United States
    [job_card.part_time]
    RISE Personal Care Specialists engage in one-on-one interactions with patients and / or customers from the time they enter the retail area until they check out and exit the store.Our ideal Personal C...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Billing Specialist

    Billing Specialist

    CFS • Elgin, IL, US
    [job_card.full_time]
    Our client, a well-established company is seeking a detail-oriented.This is a hybrid opportunity offering competitive pay and full benefits starting the first of the month following the hire date.P...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Service Trainee in Elgin, IL - Customer Service

    Financial Service Trainee in Elgin, IL - Customer Service

    LSI • Elgin, IL, US
    [job_card.full_time] +1
    Customer Service - Financial Service Representative – Full-Time Schedules – Evenings and Saturday or Sunday Required! Shift Differentials of +$2-$5 an hour! BILINGUAL (SPANISH) SHIFT DIFFERENTIAL O...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Sales Representative

    Remote Sales Representative

    Globe Life American Income Division • Aurora, IL, US
    [filters.remote]
    [job_card.full_time]
    Discover your next step at Globe Life American Income Division! As we expand into new territories, we are looking for dedicated professionals wanting to elevate their career.In this role, you’ll ta...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Personal Banker - To 23 / hr - Aurora, IL

    Personal Banker - To 23 / hr - Aurora, IL

    The Symicor Group • Aurora, IL, United States
    [job_card.full_time]
    Personal Banker – To $23 / hr – Aurora, IL – Job # 3684B.The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition center...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Banker (Starting pay $22 / hr.) Huntley, IL

    Personal Banker (Starting pay $22 / hr.) Huntley, IL

    First National Bank of Omaha • Huntley, IL, United States
    [job_card.full_time] +1
    At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.FNBO'...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Small Business Banking Relationship Manager VP

    Senior Small Business Banking Relationship Manager VP

    Associated Bank - Corp • Carpentersville, IL, United States
    [job_card.full_time]
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Business Banking Rel Mgr III

    Business Banking Rel Mgr III

    Old National Bank • McHenry, IL, United States
    [job_card.full_time]
    US-IL-Hickory Hills | US-IL-Joliet | US-IL-McHenry | US-IL-Moline | US-IL-Deerfield | US-IN-Highland | US-IA-Davenport | US-IL-Chicago. Lending / Commercial / Consumer / Credit.Old National Bank has been ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Special Assets Portfolio Manager

    Special Assets Portfolio Manager

    Old Second National Bank • Aurora, IL, United States
    [job_card.full_time]
    At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.With great employe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional VP Finance North America

    Regional VP Finance North America

    Sonova USA, Inc. • Aurora, IL, United States
    [job_card.full_time]
    You enjoy creating and innovating.You never stop striving for better.You take responsibility and you get results.Above all, you want your work to matter : Welcome to our world! At Sonova we create s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Broker Dealer Oversight Analyst

    Broker Dealer Oversight Analyst

    VirtualVocations • Aurora, Illinois, United States
    [job_card.full_time]
    A company is looking for a Broker Dealer Outsourcing and Oversight Analyst.Key Responsibilities Generate and analyze metrics to assess the performance and efficiency of outsourced broker-dealer o...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Private Client Banker Carpentersville Carpentersville, IL

    Private Client Banker Carpentersville Carpentersville, IL

    JPMorganChase • Carpentersville, Illinois, USA
    [job_card.full_time]
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships doing the right thing exceeding expectations and having ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Banker Elgin Kane County Batavia, IL

    Relationship Banker Elgin Kane County Batavia, IL

    JPMorganChase • Batavia, Illinois, USA
    [job_card.full_time]
    At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Kansas Licensed Commercial Banker

    Kansas Licensed Commercial Banker

    VirtualVocations • Aurora, Illinois, United States
    [job_card.full_time]
    A company is looking for a Commercial Banker (Ag Lender).Key Responsibilities Provide direct service to commercial customers, focusing on agriculture-related products and services Seek new busin...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]