Private Client Banker - Edgewater Broadway - Chicago, 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 manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You help acquire new clients by actively soliciting referrals and developing internal and external sources. The role focuses on taking care of customers and employees, building lasting relationships, and helping customers make the most of their money through education and advice tailored to their financial needs. It also requires adherence to banking policies, procedures, and regulatory requirements, including applicable loan-originator and NMLS registration 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, successfully complete the SIE exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses within 180 days of starting the role.
- Comply with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
- High school degree, GED, or foreign equivalent.
- Adhere to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, after starting employment; maintain compliance with SAFE Act registration, annual renewal, and update requirements.
- Employment is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and general fitness. 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 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.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
Benefits
- Competitive total rewards package with base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
- Reasonable accommodations for religious practices and beliefs, and mental health or physical disability needs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
