Private Client Banker: Relationship Builder & Advisor

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a Private Client Banker to be the main contact for affluent clients in Branch Banking, managing their banking relationship and advising on products and services.

You will collaborate with Specialists to connect clients to experts for specialized needs and promote self-service options for 24/7 access. A value-added, relationship-driven approach and a track record in new client acquisition are essential.

Qualifications

• Proven success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 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.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.

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

Sales and advisory

Financial services knowledge

Compliance with regulations

Education

High school diploma or GED

Tools

NMLS registration

Job description

JPMorgan Chase & Co. in Chicago seeks a Private Client Banker to be the main contact for affluent clients in Branch Banking, managing their banking relationship and advising on products and services.

You will collaborate with Specialists to connect clients to experts for specialized needs and promote self-service options for 24/7 access. A value-added, relationship-driven approach and a track record in new client acquisition are essential.