Private Client Relationship Banker

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago area seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and broader customers.

You will drive growth, acquire new clients through referrals, and develop internal and external sources while delivering tailored financial advice. The role emphasizes a proactive relationship approach, collaboration with specialists, and educating clients on self-service tools to access accounts around the clock.

Qualifications

• Active, relationship-driven approach to acquiring and deepening client relationships.
• 1+ year in Branch Banking Banker or equivalent in financial services with proven revenue generation.
• SIE exam and FINRA Series 6/7 and state licenses required or completed within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to tailor products and services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to specialists.
• Facilitates access to self-service options for 24/7 account access.
• Maintains adherence to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Financial services

Regulatory compliance

Education

High school diploma

College degree

Military equivalent

Job description

JPMorgan Chase & Co. in Chicago area seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and broader customers.

You will drive growth, acquire new clients through referrals, and develop internal and external sources while delivering tailored financial advice. The role emphasizes a proactive relationship approach, collaboration with specialists, and educating clients on self-service tools to access accounts around the clock.