Affluent Client Relationship Banker

JPMorgan Chase & Co.; Evanston (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Evanston, IL, seeks a Private Client Banker to manage affluent client relationships within the branch. You will advise on products and services to meet financial needs while driving growth across client balances.

You will collaborate with private client specialists to tailor solutions, facilitate referrals, and ensure compliance with regulatory requirements. Candidates should have a strong service mindset and a long-term career focus with the firm.

Qualifications

• Proven ability to communicate clearly with clients and colleagues.
• Experience with growing client relationships and revenue.
• Comfort with soliciting referrals and networking to acquire new clients.

Responsibilities

• Act as main contact for a select group of Chase Private Client clients.
• Manage banking relationships with an advice-based approach to grow client balances.
• Collaborate with Specialists to connect clients with experts for complex needs.
• Promote self-service options to provide 24/7 account access.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Excellent communication skills

Relationship building

Client acquisition

Team oriented

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Evanston, IL, seeks a Private Client Banker to manage affluent client relationships within the branch. You will advise on products and services to meet financial needs while driving growth across client balances.

You will collaborate with private client specialists to tailor solutions, facilitate referrals, and ensure compliance with regulatory requirements. Candidates should have a strong service mindset and a long-term career focus with the firm.