Private Client Banker - Highland Park Branch - Highland Park, IL

JPMorganChase • Highland Park, 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 as well as other customers in the branch. You will manage their complete banking relationship across the company, using a proactive and disciplined approach to grow balances and acquire new clients through referrals and internal and external sources. The role focuses on building lasting relationships, providing advice and education tailored to customers’ financial needs, and helping clients make the most of their money.

The position requires compliance with banking policies and regulatory requirements, including Dodd Frank/Truth in Lending Act and SAFE Act requirements. Employment is contingent on meeting applicable Loan Originator qualification requirements and NMLS registration obligations.

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 financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• High school degree, GED, or foreign equivalent.
• If not currently registered, the 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 for Loan Originators, including the applicable background and financial responsibility review.
• NMLS registration under the SAFE Act, or updating existing registration, immediately after starting; continued employment depends on registration, annual renewal, and required updates.
• Ability to work branch hours, including weekends and some evenings.

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 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 experts for specialized financial needs.
• Help clients access 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