Private Client Relationship Banker

JPMorgan Chase & Co.; Northbrook (IL); On-site; USD 60,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Northbrook, IL is seeking a Private Client Banker in Branch Banking to lead banking relationships with affluent clients and other customers. You will advise on suitable products, partner with specialists, and drive growth by referrals.

The role requires compliance with Dodd-Frank and licensing requirements, with weekend/evening hours and a strong emphasis on customer service and long-term client relationships.

Qualifications

• 1+ year in branch banking or equivalent financial services experience.
• Proven success in acquiring and growing client relationships.
• SIE exam and FINRA Series 6/7 or equivalent licenses required within 180 days.

Responsibilities

• Manage banking relationships with affluent clients and other customers.
• Advise clients on products and services to meet financial needs.
• Collaborate with Specialists to connect clients with experts for specialized needs.
• Promote 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/Licensing

Customer service

Job description

JPMorgan Chase & Co. in Northbrook, IL is seeking a Private Client Banker in Branch Banking to lead banking relationships with affluent clients and other customers. You will advise on suitable products, partner with specialists, and drive growth by referrals.

The role requires compliance with Dodd-Frank and licensing requirements, with weekend/evening hours and a strong emphasis on customer service and long-term client relationships.