Wealth Relationship Banker — Private Clients

Aumni; Chicago (IL); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Competitive total rewards

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Chicago seeks a Private Client Banker to manage relationships with affluent clients in a branch setting. You will guide clients through tailored banking solutions, promote self-service access, and work with specialists to meet financial needs.

The role requires 1+ year in branch banking and relevant licenses, with a strong emphasis on compliance and client acquisition. A robust benefits package and growth opportunities are offered.

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.
• Compliance with Dodd Frank/Truth in Lending Act.
• National Mortgage Licensing System and Registry (NMLS) registration may be required.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect customers to experts for complex needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship management

New client acquisition

Banking knowledge

SIE exam

FINRA Series 6/7

Lif e licenses

Education

High school diploma

Job description

JPMorgan Chase & Co. in Chicago seeks a Private Client Banker to manage relationships with affluent clients in a branch setting. You will guide clients through tailored banking solutions, promote self-service access, and work with specialists to meet financial needs.

The role requires 1+ year in branch banking and relevant licenses, with a strong emphasis on compliance and client acquisition. A robust benefits package and growth opportunities are offered.