Wealth Client Banker | Private Banking Advisor

JPMorgan Chase & Co.; Hoffman Estates (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and drive growth across their banking needs.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and tailor education and advice to their financial goals. The role emphasizes advisory-based service, extensive client interaction, and adherence to regulatory requirements, with hours including

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 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.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• College degree or military equivalent (preferred)

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

Client acquisition

Regulatory compliance

Communication skills

Team orientation

Education

High school diploma or GED

College degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and drive growth across their banking needs.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and tailor education and advice to their financial goals. The role emphasizes advisory-based service, extensive client interaction, and adherence to regulatory requirements, with hours including