Private Client Banking Advisor

JPMorganChase; Skokie (IL); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorganChase seeks a Branch Banking Banker to deepen client relationships and provide tailored education and advice. You will work to connect clients with the right products while collaborating with specialists to handle complex needs, and you will promote self-service options for 24/7 access.

The role emphasizes regulatory compliance, strong communication, and a commitment to delivering the bank's promise to customers and employees alike.

Qualifications

• Proven success using a relationship-oriented approach to acquire and deepen client relationships.
• Strong communication skills and ability to explain financial products clearly.
• Background in developing and maintaining profitable client relationships.
• Compliance with applicable banking regulations and internal policies.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to meet client needs.
• Collaborate with Specialists to connect clients with experts for complex needs.
• Promote self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication

Sales / revenue generation

Education

High school degree or GED or foreign equivalent

SIE/FINRA Series 6/7 licenses

Job description

JPMorganChase seeks a Branch Banking Banker to deepen client relationships and provide tailored education and advice. You will work to connect clients with the right products while collaborating with specialists to handle complex needs, and you will promote self-service options for 24/7 access.

The role emphasizes regulatory compliance, strong communication, and a commitment to delivering the bank's promise to customers and employees alike.