Private Client Banking Advisor

JPMorgan Chase & Co.; Skokie (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and their complete banking relationship.

You will use an advice-based approach to optimize product and service fit and actively solicit referrals to grow client balances. Collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, you will provide 24/7 access to self-service options and ensure adherence to regulatory requirements while expanding

Qualifications

• Proven success in acquiring and growing client relationships.
• 1+ year in branch banking or equivalent financial services.
• SIE, FINRA Series 6/7 and state licenses required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work hours including weekends and some evenings.

Responsibilities

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

Skills

Relationship building

New client acquisition

Regulatory compliance

SIE/FINRA knowledge

Banking operations

Communication skills

Weekend/evening availability

Education

High school diploma

College degree or military equivalent

Tools

NMLS system

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and their complete banking relationship.

You will use an advice-based approach to optimize product and service fit and actively solicit referrals to grow client balances. Collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, you will provide 24/7 access to self-service options and ensure adherence to regulatory requirements while expanding