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Private Client Banker
Location : Illinois, Chicago
Refer job # CDNE338678

Job Responsibilities and Requirements: As a Private Client Banker, you are the main point of contact for a select group of affluent clients, as well as other customers in the Branch. You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. And you'll be the clients' personal advocate at, adding value to the relationship by: Sharing the value of Private Client with clients that may be eligible Actively managing their banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs Making 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 Adhering to policies, procedures and regulatory banking requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. LI/POST Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 120 days of starting in role Compliance with Dodd Frank/Truth in Lending Act Preferred Skills: Experience cultivating relationships with affluent clients is strongly preferred Excellent communication skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepening clients relationships Strong team orientation with a commitment of long-term career with the firm Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings.



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