Private Client Banker: Wealth Advisory & Relationships

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

Job summary

JPMorgan Chase in Northbrook, IL seeks a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients, manage their banking relationship, and drive growth through referrals and education tailored to their financial needs.

You will collaborate with Specialists to connect clients to experts, support access to self-service options, and ensure compliance with banking regulations while delivering exceptional service during branch hours including

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 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 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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Excellent communication

Team orientation

Regulatory compliance

Customer acquisition

Financial services experience

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in Northbrook, IL seeks a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients, manage their banking relationship, and drive growth through referrals and education tailored to their financial needs.

You will collaborate with Specialists to connect clients to experts, support access to self-service options, and ensure compliance with banking regulations while delivering exceptional service during branch hours including