Private Client Banking Advisor

JPMorganChase; Northbrook (IL); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

JPMorganChase is seeking a Private Client Banker in Northbrook, IL to manage a select group of affluent clients and guide their banking relationships with an advice-based approach and proactive relationship development.

You will coordinate with Private Client Advisors and Mortgage Bankers to connect clients with specialists, to access education and tailored financial solutions, while promoting 24/7 self-service tools and maintaining strict regulatory compliance.

Qualifications

• 1+ year in branch banking with client growth.
• SIE/Series 6/7 or equivalent licenses required within 180 days.
• Compliance with Dodd-Frank Act.
• Ability to work weekends/evenings.
• Education: high school or GED.
• Adherence to policies and regulatory requirements.

Responsabilités

• Share value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts.
• Facilitate self-service options for 24/7 access.
• Adhere to policies and regulatory banking requirements.

Connaissances

Relationship building

New client acquisition

Regulatory compliance

Customer service

Communication skills

Formation

High school diploma

Description du poste

JPMorganChase is seeking a Private Client Banker in Northbrook, IL to manage a select group of affluent clients and guide their banking relationships with an advice-based approach and proactive relationship development.

You will coordinate with Private Client Advisors and Mortgage Bankers to connect clients with specialists, to access education and tailored financial solutions, while promoting 24/7 self-service tools and maintaining strict regulatory compliance.