Wealth-Focused Private Client Banking Advisor

JPMorgan Chase; Skokie (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in Skokie, IL is seeking a Private Client Banker in Branch Banking who will serve as the main point of contact for a select group of affluent clients and other customers in the branch. You will manage their banking relationship with an proactive, advice-based approach and coordinate with specialists to connect clients to experts for specialized financial needs.

You will also help clients access self-service options and comply with banking regulations.

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
• Dodd-Frank/Truth in Lending Act compliance and regulatory banking requirements
• NMLS registration requirements and related regulatory criteria

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

Excellent communication skills

Affluent client relationships

Sales/revenue generation

Education

High school diploma or GED

Job description

JPMorgan Chase in Skokie, IL is seeking a Private Client Banker in Branch Banking who will serve as the main point of contact for a select group of affluent clients and other customers in the branch. You will manage their banking relationship with an proactive, advice-based approach and coordinate with specialists to connect clients to experts for specialized financial needs.

You will also help clients access self-service options and comply with banking regulations.