Private Client Relationship Banker

JPMorgan Chase

Chicago (IL)

On-site

USD 65,000 - 95,000

Full time

8 days ago

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Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage banking relationships with an advisory approach. You will work with specialists to connect clients to experts and promote self-service access to accounts around the clock.

The role requires at least 1 year in branch banking, a high school diploma or GED, and compliance with financial regulations. Weekend hours may be involved, with opportunities for career growth within Chase Private Client

Qualifications

  • Relationship-focused approach to acquire and deepen client relationships.
  • 1+ year in Branch Banking or equivalent with revenue generation.
  • Compliance with Dodd-Frank and Truth in Lending Act.
  • High school diploma or GED.
  • Ability to work branch hours, including weekends.

Responsibilities

  • Shares the value of Chase Private Client with clients that may be eligible.
  • Manages banking relationships through an advice-based approach to meet client needs.
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect clients to experts.
  • Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
  • Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building
Sales experience
Communication skills
Financial services knowledge

Education

High school diploma or GED
College degree (preferred)

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage banking relationships with an advisory approach. You will work with specialists to connect clients to experts and promote self-service access to accounts around the clock.

The role requires at least 1 year in branch banking, a high school diploma or GED, and compliance with financial regulations. Weekend hours may be involved, with opportunities for career growth within Chase Private Client

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