Private Client Banker - White Oak - Munster, IN

About the role

You will serve as 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, using a proactive and disciplined approach to grow their balances. Additionally, you will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Responsibilities

• Share the value of Chase Private Client with eligible clients
• Actively manage banking relationships through an advice-based approach, ensuring clients receive tailored products and services
• Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect clients with experts for specialized financial needs
• Enhance client convenience by setting up self-service options for 24/7 account access
• Adhere to all policies, procedures, and regulatory banking requirements

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year of Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, relationship cultivation, and revenue generation
• Beginning October 1, 2018, if 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 completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act
• High school diploma, GED, or foreign equivalent
• Ability to work branch hours, including weekends and some evenings

Preferred Qualifications

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment to a long-term career with the firm

Benefits

We offer a competitive total rewards package, including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in cash and/or forfeitable equity. Benefits include:

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support and financial coaching

Additional details about total compensation and benefits will be provided during the hiring process.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also support small businesses, nonprofits, and cities with tailored financial solutions.

Our Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales, deposit growth, and customer satisfaction through our digital solutions.