Private Client Banker - State and Wacker Branch - Chicago, IL
On-site · Chicago, Illinois, United States
Job Summary
Private Client Banker at Chase in Chicago, IL builds and manages relationships with affluent clients and other branch customers through a proactive, advice-based approach, partnering with specialists to connect clients to experts for specialized needs, and driving growth by expanding balances and referrals. The role emphasizes delivering education and tailored advice, enabling clients to access self-service options 24/7 while ensuring compliance with banking policies and regulatory requirements. Ties to NMLS, SAFE Act, and Dodd-Frank loan-originator qualifications are noted, with emphasis on strong communication, relationship-building, and long-term career commitment.
Required Qualifications
- 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
- High school degree, GED, or foreign equivalent
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 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*
- Ability to work branch hours, including weekends and some evenings
- Adherence to policies, procedures, and regulatory banking requirements
- 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 of 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 information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
- Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
- Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
- In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
- Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm.
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.