Private Client Banker - Lincoln Park North - Chicago, IL

JPMorganChase • Chicago, IL

1d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other branch customers. You manage their complete banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances and ensure clients receive suitable products and services. You also help acquire new clients by soliciting referrals and developing internal and external sources, and connect customers with specialists for their financial needs.

The role requires compliance with banking policies, procedures, and regulatory requirements, including requirements under the Dodd Frank/Truth in Lending Act and the SAFE Act. Employment is contingent on required background and financial reviews and successful NMLS registration or updating after starting. Required securities exams, registrations, and licenses must be held or completed within 180 days of starting, as applicable.

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 experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not already registered, Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required or must be successfully completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including the employer’s review of criminal conviction history, credit report, NMLS information, and other relevant information.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Required NMLS registration under the SAFE Act of 2008, with successful registration immediately after starting and timely annual renewals and updates thereafter.

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.
• 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 experts for specialized financial needs.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, 7 days a week.
• 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