Private Client Banker — Wealth & Relationship Expert

Aumni; Lake Zurich (IL); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and a broader customer base, delivering education and tailored financial guidance while upholding the firm's client service standards.

You will collaborate with Specialists, promote self-service options, and ensure compliance with regulatory requirements, including Dodd-Frank and NMLS-related processes. Strong communication and relationship-building are essential.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• Proven success in acquiring, cultivating, and maintaining client relationships
• SIE exam and FINRA Series 6/7 and state registrations (63/66 if required) or completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• Must have high school degree, 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
• Actively manages banking relationships with an advice-based approach
• Partners with Specialists to connect clients to experts for their needs
• Promotes self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-oriented approach

New client acquisition

Excellent communication skills

Experience with affluent clients

Team-oriented

Regulatory knowledge

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and a broader customer base, delivering education and tailored financial guidance while upholding the firm's client service standards.

You will collaborate with Specialists, promote self-service options, and ensure compliance with regulatory requirements, including Dodd-Frank and NMLS-related processes. Strong communication and relationship-building are essential.