Private Client Banker - Wisconsin/Northern IL Market - Kenosha, WI
Company: JPMorganChase
Location: Kenosha
Posted on: April 1, 2026
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Job Description:
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 Shares the value of Chase Private Client with
clients that may be eligible Actively manages their banking
relationship through an advice-based approach, ensuring each client
receives the best products and services for their needs Partners
with Specialists (Private Client Advisors, Mortgage Bankers and
Business Relationship Managers) to connect customers to experts who
can help them with specialized financial needs Makes lives of
clients more convenient by sharing and setting up self-service
options to access their accounts 24 hours a day/ 7 days a week
Adheres 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 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* 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 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. Any of the
completed information you provide during the Chase on-line
application process may be transferred, on your behalf, to NMLS by
JPMorgan Chase. Please carefully review the information you provide
to Chase for accuracy and consistency and with any current NMLS
record, if applicable, before submitting. Further information about
NMLS and registration requirements of registration can be found at:
https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
Keywords: JPMorganChase, Orland Park , Private Client Banker - Wisconsin/Northern IL Market - Kenosha, WI, Accounting, Auditing , Kenosha, Illinois