Private Client Banker - Evanston Orrington Branch - Evanston, IL

JPMorganChase • Evanston, IL

1d • Onsite

About The Position

The Private Client Banker in Branch Banking serves as the main point of contact for a select group of Chase’s affluent clients and other branch customers. The role manages clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and ensure customers receive products and services suited to their needs. The banker helps acquire new clients through referrals and internal and external sources, connects customers with specialists for financial needs, and helps clients use convenient self-service banking options. The role requires adherence to banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and NMLS registration under the SAFE Act. Continued employment depends on compliance with those requirements, including registration and required renewals and updates.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least one 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 already registered, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, state registration (including Series 63 or 66 if required), and Life licenses must be completed within 180 days of starting the role.
• Compliance with Dodd-Frank/Truth in Lending Act requirements, including applicable Loan Originator qualification requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Required NMLS registration under the SAFE Act, with successful registration immediately after starting and timely completion of annual renewal and required updates.
• An employment offer is contingent on review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and fitness for the position; a felony conviction within the last seven years disqualifies candidates.

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 specialists for their financial needs.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven 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
• Education Level: High school or GED