Private Client Banker - Evanston Orrington Branch - Evanston, IL
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 customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. The role requires a passion for taking care of customers and employees, building lasting relationships, doing the right thing, exceeding expectations, and demonstrating a strong commitment to diversity and inclusion. At Chase, you will help people make the most of their money so they can make the most of their lives by providing education and advice tailored to their financial needs. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of criminal conviction history, credit report, information available through NMLS, and other relevant information to determine financial responsibility, good character, and general fitness. A felony conviction within the last seven years will disqualify a candidate. Continued employment is contingent on compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. The position also requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, the employee must register on NMLS or update an existing registration to reflect employment with JPMorgan Chase. Continued employment is contingent on compliance with the SAFE Act, including registration immediately after the start date, annual renewal, and 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 or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- If not currently registered, complete the Securities Industry Essentials (SIE) exam, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
- Compliance with Dodd Frank/Truth in Lending Act requirements.
- High school degree, GED, or foreign equivalent.
- Adherence to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- Register on NMLS or update an existing registration as required upon employment, and comply with the SAFE Act’s registration, renewal, and update requirements.
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.
- Actively manage banking relationships using an advice-based approach, ensuring each client receives 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 sharing and setting up self-service options.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by actively soliciting referrals and developing internal and external sources.
- Generate growth in client balances through proactive and disciplined relationship management.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
