Wealth Client Banker: Build Elite Banking Relationships

JPMorgan Chase; Chicago (IL); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase in Chicago is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You will provide education and advice tailored to their financial needs and help clients access our services.

The role emphasizes relationship-building, proactive referrals, and collaboration with Specialists to connect clients to experts.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 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.
• SIE/Series 6/7 and Life licenses required or must be completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• 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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Communication skills

Team orientation

Affluent client relationships

Work schedule flexibility

Education

High school degree or GED

College degree or military equivalent

1+ year experience in branch banking

Job description

JPMorgan Chase in Chicago is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You will provide education and advice tailored to their financial needs and help clients access our services.

The role emphasizes relationship-building, proactive referrals, and collaboration with Specialists to connect clients to experts.