Private Client Relationship Banker

JPMorgan Chase; Schaumburg (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the complete banking relationship, proactively growing balances and connecting clients with specialists for tailored financial solutions.

The role emphasizes advice-based relationship management, access to self-service options, and strict adherence to regulatory requirements. Weekend and some evening hours are required.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act (TILA).
• Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days of starting the role.
• Adherence to policies, procedures, and regulatory banking requirements.
• 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

Relationship building

New client acquisition

Communication skills

Education

High school degree or equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the complete banking relationship, proactively growing balances and connecting clients with specialists for tailored financial solutions.

The role emphasizes advice-based relationship management, access to self-service options, and strict adherence to regulatory requirements. Weekend and some evening hours are required.