JPMorganChase
Private Client Banker - Central West Market - Chicago, IL
JPMorganChase, Chicago, Illinois, United States, 60290
Private Client Banker - Central West Market - Chicago, IL
Join to apply for the Private Client Banker - Central West Market - Chicago, IL role at JPMorgan Chase.
Base pay range $22.50/hr - $30.29/hr
Job Description 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. Here at Chase, you will have the opportunity to 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.
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, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
Share the value of Chase Private Client with clients that may be eligible.
Actively manage the banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
Make life of clients more convenient by sharing and setting up self‑service options to access their 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 in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
Completion of SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses within 180 days of starting the role.
Compliance with Dodd‑Frank/Truth in Lending Act.
High school degree, GED, or foreign equivalent.
Adherence to policies, procedures, and regulatory banking requirements.
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 with a commitment to a long‑term career with the firm.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other relevant information for determining your financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration.In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active JPMorgan Chase, you will be required to register on NMLS or update your existing registration.
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 financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.
Equal Opportunity Employer/Disability/Veterans We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
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Base pay range $22.50/hr - $30.29/hr
Job Description 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. Here at Chase, you will have the opportunity to 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.
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, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
Share the value of Chase Private Client with clients that may be eligible.
Actively manage the banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
Make life of clients more convenient by sharing and setting up self‑service options to access their 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 in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
Completion of SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses within 180 days of starting the role.
Compliance with Dodd‑Frank/Truth in Lending Act.
High school degree, GED, or foreign equivalent.
Adherence to policies, procedures, and regulatory banking requirements.
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 with a commitment to a long‑term career with the firm.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other relevant information for determining your financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration.In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active JPMorgan Chase, you will be required to register on NMLS or update your existing registration.
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 financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.
Equal Opportunity Employer/Disability/Veterans We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
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