Private Client Banking Advisor

Testing Site - JPMC; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Chicago seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and other customers, delivering education and advice tailored to their financial needs.

You will build a proactive banking relationship, help clients access accounts via self-service options, and collaborate with Specialists to address complex financial needs while maintaining required compliance standards.

Qualifications

• SIE exam and FINRA licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act.
• NMLS registration under the SAFE Act.
• High school diploma or GED.
• Ability to work branch hours including weekends/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 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

Financial services experience

Customer acquisition

Communication skills

Regulatory awareness

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in Chicago seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and other customers, delivering education and advice tailored to their financial needs.

You will build a proactive banking relationship, help clients access accounts via self-service options, and collaborate with Specialists to address complex financial needs while maintaining required compliance standards.