Private Client Wealth & Relationship Banker

JPMorgan Chase & Co.; Ela Township (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker to manage affluent clients and the full banking relationship within a branch. You will grow balances by proactively soliciting referrals and connecting clients to specialists for tailored solutions.

You will help clients access accounts and education resources, while adhering to regulatory requirements and internal policies. The role requires flexibility to work a range of branch hours, including weekends and some evenings.

Qualifications

• Proven success in acquiring and growing client relationships.
• 1+ year of Branch Banking Banker or equivalent in financial services.
• SIE, FINRA Series 6/7 and state registrations or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree or GED.
• Ability to work branch hours including weekends and some evenings.
• Adherence to policies and regulatory banking requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships through an advisory approach to offer best-fit products.
• Partners with specialists to connect clients to experts for tailored needs.
• Enables self-service access to accounts 24/7 for clients.
• Adheres to all banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Sales experience

Communication skills

Financial knowledge

Regulatory compliance awareness

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker to manage affluent clients and the full banking relationship within a branch. You will grow balances by proactively soliciting referrals and connecting clients to specialists for tailored solutions.

You will help clients access accounts and education resources, while adhering to regulatory requirements and internal policies. The role requires flexibility to work a range of branch hours, including weekends and some evenings.