Private Client Banker: Wealth Relationship Advisor

JPMorgan Chase & Co.

Fox Lake (IL)

On-site

USD 55,000 - 85,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in a Branch Banking role in Illinois. You will be the main contact for affluent clients, managing their complete banking relationship with an advice-based approach and referrals to specialists for complex financial needs.

The role emphasizes helping clients access self-service options, maintaining compliance with banking regulations, and growing client balances through proactive service and referrals.

Qualifications

1+ year of Branch Banking Banker or equivalent experience in financial services.
SIE exam and FINRA Series 6/7 and state licenses required or must be completed within 180 days of starting.
Compliance with Dodd-Frank/Truth in Lending Act.
High school diploma, GED, or foreign equivalent.
Ability to work branch hours, including weekends and some evenings.

Responsibilities

Shares the value of Chase Private Client with eligible clients.
Manages client banking relationships with an advice-based approach to offer products/services.
Partners with Specialists to connect clients to experts for complex financial needs.
Facilitates self-service access for clients to view accounts 24/7.
Adheres to policies, procedures and regulatory banking requirements.

Skills

Relationship management

Client acquisition

Communication skills

Regulatory compliance

Banking experience

Education

High school diploma or GED

College degree or military equivalent

Job description

The role emphasizes helping clients access self-service options, maintaining compliance with banking regulations, and growing client balances through proactive service and referrals.

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