Wealth Relationship Banker

JPMorgan Chase & Co.; Skokie (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others at the branch. You will manage full banking relationships, proactively grow balances, solicit referrals, and work with specialists to address complex financial needs.

You will help clients access self-service options and ensure compliance with all policies and regulations while maintaining a strong focus on outstanding service and ethical conduct.

Qualifications

• Demonstrated success building relationships and acquiring new clients.
• Ability to manage client relationships and drive revenue growth.
• Compliance with industry regulations and internal policies.

Responsibilities

• Act as main contact for Chase Private Client and other customers in the Branch.
• Manage client relationships with an advice-based approach to offer suitable products.
• Collaborate with Specialists to connect clients with experts for complex needs.
• Promote self-service options to enhance client convenience 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Customer service

Education

High school diploma

SIE exam

FINRA Series 6/7

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others at the branch. You will manage full banking relationships, proactively grow balances, solicit referrals, and work with specialists to address complex financial needs.

You will help clients access self-service options and ensure compliance with all policies and regulations while maintaining a strong focus on outstanding service and ethical conduct.