Private Client Banker - Chicago Cook Market- Prospect Heights, IL

JPMorganChase • Prospect Heights, IL

4d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the primary point of contact for a select group of Chase affluent clients and other branch customers. You manage clients’ banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances and match customers with appropriate products and services. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role supports Chase’s Customer Promise by helping people make the most of their money through education and advice tailored to their financial needs.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates from consideration. Employment also depends on compliance with the Truth in Lending Act/Dodd Frank Loan Originator requirements and SAFE Act NMLS registration, including registration or updates after starting and timely annual renewals and other required updates.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of Branch Banking Banker experience or equivalent financial-services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not already registered, pass the Securities Industry Essential (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act and applicable Loan Originator qualification requirements.
• High school degree, GED, or foreign equivalent.
• Comply with policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Meet SAFE Act NMLS registration requirements, including registration or updating registration after starting and timely annual renewal and required updates.

Nice To Haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and commitment to a long-term career with the firm.

Responsibilities

• Share the value of Chase Private Client with clients who may be eligible.
• Proactively manage banking relationships through an advice-based approach and ensure clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for their financial needs.
• Help clients access their accounts 24/7 by explaining and setting up self-service options.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED