Private Client Banking Advisor

Aumni; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase in Chicago is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients with proactive relationship management and personalized education on financial needs.

You will manage the full banking relationship, collaborate with Specialists to connect clients with experts, and promote self-service options to enhance convenience while ensuring compliance with banking regulations. Weekend/evening hours may be required.

Qualifications

• Experience in financial services with a client relationship focus.

Responsibilities

• Act as main point of contact for Chase Private Client and other branch customers.
• Manage banking relationships with an advisory-based approach to optimize products and services.
• Collaborate with Specialists to connect clients to experts for complex needs.
• Promote self-service options to access accounts 24/7.
• Ensure compliance with policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication skills

Sales/referral skills

Regulatory awareness

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in Chicago is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients with proactive relationship management and personalized education on financial needs.

You will manage the full banking relationship, collaborate with Specialists to connect clients with experts, and promote self-service options to enhance convenience while ensuring compliance with banking regulations. Weekend/evening hours may be required.