Private Client Banker - Chicago NW Suburbs - Rockford, IL

Location: Rockford, IL, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As a Private Client Banker in our Rockford, IL branch serving the Chicago NW suburbs, you will play a pivotal role in delivering exceptional wealth management and banking services to our Chase Private Client segment. This position involves acting as the trusted advisor for affluent clients, helping them navigate complex financial landscapes with tailored solutions from one of the world's most respected institutions. You will leverage JPMorgan Chase's vast resources, including access to investment research, lending expertise, and digital platforms, to build lasting relationships and drive client success in a dynamic market. Your day-to-day responsibilities will center on deepening client engagement through proactive outreach, financial planning sessions, and personalized recommendations. Whether assisting with investment portfolios, mortgage options, or retirement strategies, you will embody JPMorgan Chase's commitment to integrity and excellence. Collaboration with branch colleagues and specialists will be key to providing holistic advice, while your efforts in community networking will help expand our presence in the Rockford area. This role demands a blend of financial acumen and interpersonal savvy to meet sales targets and ensure client satisfaction in a competitive financial services environment. We value professionals who thrive in a fast-paced setting and are passionate about empowering clients to achieve their financial aspirations. Joining JPMorgan Chase means becoming part of a supportive culture that invests in your growth through ongoing training, mentorship, and career advancement opportunities. If you are ready to make a meaningful impact in the lives of high-net-worth individuals while advancing your career at a premier firm, apply today to join our team in Rockford, IL.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Build and deepen relationships with high-net-worth individuals, families, and businesses in the Rockford, IL and Chicago NW suburbs
• Identify client needs and recommend appropriate JPMorgan Chase products such as checking/savings accounts, mortgages, credit cards, investments, and wealth management services
• Conduct comprehensive financial reviews and develop customized plans to help clients achieve their goals
• Collaborate with branch teams, including tellers and specialists, to ensure seamless client experiences
• Drive business growth by prospecting new clients through referrals, community events, and networking in the local area
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Monitor client portfolios and provide ongoing support, including portfolio reviews and life event planning
• Educate clients on digital banking tools and JPMorgan Chase mobile app features to enhance their experience
• Contribute to branch goals by participating in sales initiatives and client appreciation events

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in client-facing financial services roles, such as banking or wealth management
• Active and in good standing with state securities and/or life insurance license requirements
• Series 6, 7, and 66 (or equivalent) securities licenses preferred, with willingness to obtain if not held
• Proven track record of meeting or exceeding sales and client service targets
• Strong understanding of financial products including deposits, loans, investments, and credit solutions
• Ability to work in a branch environment serving clients in the Rockford, IL and Chicago NW suburbs area

Preferred Qualifications

• 3+ years of experience as a Private Banker or in high-net-worth client advisory roles at a major financial institution
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation
• Experience with JPMorgan Chase systems and products
• Bilingual proficiency in Spanish or other languages spoken in the Rockford community
• Advanced knowledge of wealth planning and estate strategies for affluent clients

Required Skills

• Client relationship management
• Financial product knowledge (deposits, loans, investments)
• Sales and prospecting techniques
• Analytical and problem-solving abilities
• Regulatory compliance awareness (SEC, FINRA)
• Communication and presentation skills
• CRM software proficiency (e.g., Salesforce or equivalent)
• Risk assessment and credit analysis
• Time management and prioritization
• Team collaboration
• Digital banking tools expertise
• Wealth planning fundamentals
• Customer service orientation
• Negotiation and advisory skills
• Adaptability to client needs

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 5%
• Paid time off including vacation, sick days, and 10 paid holidays annually
• Professional development opportunities through JPMorgan Chase's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Health savings account (HSA) with company seed funding for eligible plans
• Parental leave benefits and family care support services

JP Morgan Chase is an equal opportunity employer.