Private Client Banker: Elevate Affluent Relationships

JPMorgan Chase & Co.; Arlington Heights (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Arlington Heights, IL is seeking a Private Client Banker to serve a select group of affluent clients, managing their full banking relationships with an advisory, education-focused approach.

You will collaborate with specialists to connect clients to experts, promote self-service access, and ensure compliance with banking regulations, weekend/evening hours as needed.

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 and FINRA Series 6/7, state registration (63/66 if required) or must be completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act

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 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

Skills

Relationship-based selling

New client acquisition

Client relationship management

Excellent communication

Education

High school diploma or GED

College degree

Job description

JPMorgan Chase & Co. in Arlington Heights, IL is seeking a Private Client Banker to serve a select group of affluent clients, managing their full banking relationships with an advisory, education-focused approach.

You will collaborate with specialists to connect clients to experts, promote self-service access, and ensure compliance with banking regulations, weekend/evening hours as needed.