Private Client Banker: Relationship Advisor

JPMorganChase; Northbrook (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Northbrook, IL seeks an experienced Branch Banking Banker to grow client relationships and provide tailored financial guidance. You will work with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with the right experts and services.

The role requires compliance with financial regulations, 1+ year of branch banking experience, and availability for weekend hours. A path to professional licenses is outlined within the hiring process.

Qualifications

• Experience acquiring and deepening client relationships in financial services.
• 1+ year Branch Banking Banker or equivalent with revenue generation.
• SIE exam, FINRA Series 6/7, and Life licenses or must complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• Ability to work branch hours including weekends.

Responsibilities

• Advise clients on products and services to meet their financial needs.
• Actively manages banking relationships with an advisory approach.
• Collaborate with Specialists to connect clients with experts.
• Promote self-service options for 24/7 account access.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Financial services experience

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Northbrook, IL seeks an experienced Branch Banking Banker to grow client relationships and provide tailored financial guidance. You will work with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with the right experts and services.

The role requires compliance with financial regulations, 1+ year of branch banking experience, and availability for weekend hours. A path to professional licenses is outlined within the hiring process.