Private Client Banker - Relationship & Wealth Advice

Next Frontier Capital; Skokie (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage the banking relationship for a select group of affluent clients and other customers in the branch.

You will drive growth by leveraging a proactive advisory approach, partnering with specialists to meet financial needs, and expanding referrals to acquire new clients. This role supports convenient, self-service access to accounts around the clock and requires adherence to regulatory standards.

Qualifications

• Demonstrated 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 and related requirements.

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

Skills

Relationship management

New client acquisition

Communication skills

Team orientation

Financial services

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage the banking relationship for a select group of affluent clients and other customers in the branch.

You will drive growth by leveraging a proactive advisory approach, partnering with specialists to meet financial needs, and expanding referrals to acquire new clients. This role supports convenient, self-service access to accounts around the clock and requires adherence to regulatory standards.