Private Client Banking Advisor

JPMorgan Chase & Co.

Chicago (IL)

On-site

USD 75,000 - 105,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in our Chicago Branch Banking team.

You will be the primary contact for affluent clients, managing their complete banking relationships with a proactive, advice-based approach to grow balances and provide education tailored to financial needs. You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure compliance with bank policies and regulatory requirements while maintaining flexible,

Qualifications

Demonstrated success with a value-added, relationship-oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience with revenue generation.
SIE exam and FINRA Series 6/7 licensing or eligibility within 180 days.
Compliance with Dodd-Frank/Truth in Lending Act requirements.
Ability to work branch hours, including weekends and some evenings.

Responsibilities

Actively manages client banking relationships with an advice-based approach to offer best-fit products and services.
Collaborates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients to experts.
Promotes self-service options to enhance client access to accounts 24/7.
Ensures adherence to policies, procedures, and regulatory banking requirements.
Shares the value of Chase Private Client with eligible clients.