Private Client Relationship Banker

JPMorgan Chase & Co.; Evanston (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Evanston seeks a Private Client Banker to manage relationships with affluent clients in Branch Banking. You will drive growth by advising on the right products and coordinating with specialists to meet sophisticated financial needs.

You will help clients access services 24/7, while adhering to regulatory requirements and internal policies. A strong, service‑oriented communicator is essential.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• 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

Excellent communication skills

Relationship building

New client acquisition

Regulatory compliance

Customer service

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Evanston seeks a Private Client Banker to manage relationships with affluent clients in Branch Banking. You will drive growth by advising on the right products and coordinating with specialists to meet sophisticated financial needs.

You will help clients access services 24/7, while adhering to regulatory requirements and internal policies. A strong, service‑oriented communicator is essential.