Private Client Banker: Relationship & Advisor Leader

JPMorgan Chase; Skokie (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase in Skokie, IL is seeking a Branch Banking Banker to grow client relationships and provide tailored financial guidance. You will actively manage banking relationships, identify suitable products, and work with specialists to connect clients with experts.

The role requires regulatory compliance knowledge, strong communication, and a commitment to serving customers with integrity and discretion.

Qualifications

• Must have a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Compliance with regulatory requirements including Dodd-Frank/Truth in Lending Act where applicable.

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 for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Communication skills

Financial services experience

Regulatory compliance

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Skokie, IL is seeking a Branch Banking Banker to grow client relationships and provide tailored financial guidance. You will actively manage banking relationships, identify suitable products, and work with specialists to connect clients with experts.

The role requires regulatory compliance knowledge, strong communication, and a commitment to serving customers with integrity and discretion.