Elite Private Client Banker — Wealth & Relationship Builder

Testing Site - JPMC; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in Chicago seeks a Private Client Banker to manage the full banking relationship of affluent clients and drive growth through proactive, education-based guidance. You will solicit referrals and work with specialists to connect clients with experts who can meet complex financial needs.

The role requires strong communication, client acquisition track record, and compliance with regulatory standards, including licensing requirements and branch-hour availability.

Qualifications

• 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.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

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.
• 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.

Skills

Relationship management

Client acquisition

Communication skills

Financial services experience

Education

High school diploma

College degree

Job description

JPMorgan Chase in Chicago seeks a Private Client Banker to manage the full banking relationship of affluent clients and drive growth through proactive, education-based guidance. You will solicit referrals and work with specialists to connect clients with experts who can meet complex financial needs.

The role requires strong communication, client acquisition track record, and compliance with regulatory standards, including licensing requirements and branch-hour availability.