JPMorganChase
Private Client Banker - Chicago Central South Market - Chicago, IL
JPMorganChase, Chicago, Illinois, United States, 60290
Private Client Banker - Chicago Central South Market - Chicago, IL
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Private Client Banker - Chicago Central South Market - Chicago, IL
role at
JPMorganChase
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. At Chase, you will help people experience our Customer Promise – helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
Job Responsibilities
Share the value of Chase Private Client with eligible clients.
Actively manage banking relationship through an advice‑based approach, ensuring each client receives the best products and services.
Partner with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect customers to experts for specialized financial needs.
Make clients’ lives more convenient by sharing and setting up self‑service options to access accounts 24/7.
Adhere to policies, procedures, and regulatory banking requirements.
Required Qualifications, Capabilities, And Skills
Demonstrated success using a value‑added, relationship‑oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience with verifiable success in new client acquisition, cultivation, and revenue generation.
Compliance with Dodd‑Frank/Truth in Lending Act requirements (including SIE, FINRA Series 6/7, state registration, or possession of Life licenses); completion within 180 days of hire.
High school degree, GED, or foreign equivalent.
Ability to work branch hours, including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
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.
Dodd‑Frank/Truth in Lending Act Requirements This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer is contingent on JPMC’s review of criminal history, credit report, NMLS data, and other relevant information. Any felony conviction within the last seven years will disqualify a candidate. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd‑Frank and SAFE Act registration requirements. Please review the NMLS information at https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx.
About Us Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We offer a competitive total rewards package, comprehensive benefits, and a commitment to diversity and inclusion.
Equal Opportunity Employer / Disability / Veterans We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute. We also make reasonable accommodations for applicants’ and employees’ religious practices, mental health or physical disability needs.
Equal Opportunity Employer / Disability / Veterans
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Private Client Banker - Chicago Central South Market - Chicago, IL
role at
JPMorganChase
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. At Chase, you will help people experience our Customer Promise – helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
Job Responsibilities
Share the value of Chase Private Client with eligible clients.
Actively manage banking relationship through an advice‑based approach, ensuring each client receives the best products and services.
Partner with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect customers to experts for specialized financial needs.
Make clients’ lives more convenient by sharing and setting up self‑service options to access accounts 24/7.
Adhere to policies, procedures, and regulatory banking requirements.
Required Qualifications, Capabilities, And Skills
Demonstrated success using a value‑added, relationship‑oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience with verifiable success in new client acquisition, cultivation, and revenue generation.
Compliance with Dodd‑Frank/Truth in Lending Act requirements (including SIE, FINRA Series 6/7, state registration, or possession of Life licenses); completion within 180 days of hire.
High school degree, GED, or foreign equivalent.
Ability to work branch hours, including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
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.
Dodd‑Frank/Truth in Lending Act Requirements This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer is contingent on JPMC’s review of criminal history, credit report, NMLS data, and other relevant information. Any felony conviction within the last seven years will disqualify a candidate. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd‑Frank and SAFE Act registration requirements. Please review the NMLS information at https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx.
About Us Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We offer a competitive total rewards package, comprehensive benefits, and a commitment to diversity and inclusion.
Equal Opportunity Employer / Disability / Veterans We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute. We also make reasonable accommodations for applicants’ and employees’ religious practices, mental health or physical disability needs.
Equal Opportunity Employer / Disability / Veterans
#J-18808-Ljbffr