Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Lake Zurich (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker to serve a select group of affluent clients within a Branch Banking family. You will manage complete banking relationships using an advice-based approach and actively solicit referrals to grow client balances.

You will collaborate with specialists to fulfill clients’ complex financial needs while ensuring convenient access to accounts and services across Chase channels.

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.
• Starting Oct 1, 2018, required securities licenses or able to complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act included.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to regulatory banking requirements.

Skills

Relationship building

Client acquisition

Sales and referrals

Customer service

Education

High school diploma

College degree

Job description

JPMorganChase is seeking a Private Client Banker to serve a select group of affluent clients within a Branch Banking family. You will manage complete banking relationships using an advice-based approach and actively solicit referrals to grow client balances.

You will collaborate with specialists to fulfill clients’ complex financial needs while ensuring convenient access to accounts and services across Chase channels.