Private Client Banking Advisor

JPMorgan Chase & Co.; Northbrook (IL); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients in a branch. You will manage relationships across the bank, provide education and advice, and help clients select the right products while delivering a high level of service.

The role requires proven relationship-building, ability to work with specialists, and flexibility to work weekends and evenings. You will navigate regulatory requirements and ensure compliance while helping clients achieve

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Compliance with Dodd Frank/Truth in Lending Act*
• 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 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients in a branch. You will manage relationships across the bank, provide education and advice, and help clients select the right products while delivering a high level of service.

The role requires proven relationship-building, ability to work with specialists, and flexibility to work weekends and evenings. You will navigate regulatory requirements and ensure compliance while helping clients achieve