Private Client Banker - Skokie Emerson Branch - Skokie, IL

Location: Skokie, IL, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm committed to helping our clients achieve their financial aspirations through innovative solutions and exceptional service. As a Private Client Banker at the Skokie Emerson Branch in Skokie, IL, you will play a pivotal role in delivering personalized banking experiences to a select group of Chase Private Clients. This position combines relationship building with expert financial guidance, focusing on high-net-worth individuals and families in the local community. You will act as their trusted advisor, leveraging JPMorgan Chase's vast array of products—including checking and savings accounts, mortgages, credit solutions, and investment portfolios—to create tailored strategies that align with their unique goals, whether it's wealth preservation, retirement planning, or legacy building. Your day-to-day responsibilities will involve engaging with clients both in the branch and virtually, conducting in-depth financial reviews, and collaborating with specialists in wealth management, lending, and investments to ensure comprehensive support. In this client-centric role, you will identify opportunities to deepen relationships by cross-selling relevant products, such as Chase Sapphire banking or J.P. Morgan investment advisory services, while adhering to the highest standards of compliance and ethical practices. Success in this position requires a passion for financial services, the ability to thrive in a fast-paced branch environment, and a commitment to fostering long-term loyalty in the competitive Skokie market. JPMorgan Chase values professional growth and offers robust training through our world-class learning platforms, enabling you to advance your career while making a meaningful impact. If you are a motivated professional with a knack for building trust and delivering results, join our team at the Skokie Emerson Branch and contribute to the legacy of one of the world's most respected financial institutions.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify client needs and recommend appropriate banking, investment, and lending products to meet short- and long-term goals
• Conduct financial planning discussions, including retirement, education funding, and wealth management strategies
• Collaborate with branch teams and specialists to deliver holistic financial services and ensure seamless client experiences
• Prospect and acquire new high-value clients through referrals, community engagement, and branch networking in Skokie
• Maintain compliance with all regulatory requirements, including FINRA and SEC guidelines for investment advice
• Monitor client portfolios and provide ongoing support, including portfolio reviews and adjustments as market conditions change
• Drive branch performance by achieving sales targets for deposits, loans, and investment products
• Educate clients on digital banking tools and Chase's mobile app to enhance their financial management
• Participate in local community events to build JPMorgan Chase's brand presence in Skokie, IL

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active and in good standing with state securities and life insurance licenses (or ability to obtain within 120 days)
• Series 6, 7, and 66 licenses preferred or willingness to pursue
• Proven track record of meeting or exceeding sales and service goals in a banking environment
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to work in a branch setting with flexible hours including evenings and weekends

Preferred Qualifications

• 3+ years of experience as a banker or financial advisor serving high-net-worth clients
• Certified Financial Planner (CFP) or similar professional certification
• Experience with JPMorgan Chase systems and tools such as client relationship management software
• Bilingual proficiency in English and another language relevant to the Skokie community
• Demonstrated success in building and maintaining long-term client relationships in a competitive market

Required Skills

• Financial analysis and planning
• Investment product knowledge
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance (FINRA, SEC)
• Risk assessment and management
• Digital banking tools proficiency
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Team collaboration
• Data analysis for client insights
• Networking and prospecting
• Adaptability to market changes

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 company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• 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 participants
• On-site fitness facilities or wellness stipends at select locations, plus mental health support

JP Morgan Chase is an equal opportunity employer.