Private Client Banker - Waukegan and Three Lakes - Northbrook, IL

JPMorganChase • Northbrook, IL

9d • 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 customers in the branch. You manage clients’ complete banking relationships across the company using a proactive, disciplined approach to grow balances and acquire new clients through referrals and internal and external sources. The role focuses on building lasting relationships, providing education and advice tailored to customers’ financial needs, and delivering Chase’s Customer Promise.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates. The role requires NMLS registration under the SAFE Act, including registration or updating an existing registration after starting, and continued compliance with registration, annual renewal, and update requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least one 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, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, state registration (including Series 63 or 66 if required), and Life licenses are required, or must be successfully completed within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and SAFE Act NMLS registration requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Employment is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information; 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.
• Actively manage banking relationships through an advice-based approach, ensuring 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.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Generate growth in client balances through proactive relationship management.

What This Job Offers

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