Private Client Banker - Chicago Near North Market - 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 and other branch customers. You manage their complete banking relationships across the company through a proactive, disciplined, advice-based approach, helping clients find products and services suited to their financial needs and generating growth in their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources.

The role includes sharing Chase Private Client’s value with eligible clients, connecting customers with specialists for specific financial needs, and helping clients use self-service account options. The position is subject to banking policies and regulatory requirements, including Dodd-Frank/Truth in Lending Act qualifications and NMLS registration under the SAFE Act. Continued employment is contingent on meeting these requirements.

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, the 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 the role.
• Compliance with Dodd-Frank/Truth in Lending Act qualification requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Ability to meet NMLS registration requirements under the SAFE Act and complete required renewals and 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.
• Manage banking relationships through 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 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 actively 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