Affluent Banking Relationship Advisor

JPMorganChase; McKinney (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Banker to serve affluent clients and manage complete banking relationships within the branch. You will collaborate with specialists to connect clients with experts for tailored financial needs and oversee 24/7 self-service options where applicable.

The role requires compliance with Dodd-Frank and SAFE Act requirements, plus licensing (SIE, Series 6/7, 63/66 as needed). Weekend/evening hours may be required, with a focus on growth and high-quality service.

Qualifications

• Strong communication and interpersonal skills with clients.
• Experience acquiring and growing client relationships in financial services.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Act as main contact for Chase Private Client and other branch clients.
• Manage banking relationships with an advice-based approach to offer best products.
• Collaborate with Private Client Advisors, Mortgage Bankers and Relationship Managers.

Skills

Excellent communication skills

Relationship building

Client acquisition

Regulatory compliance

Education

High school degree

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker to serve affluent clients and manage complete banking relationships within the branch. You will collaborate with specialists to connect clients with experts for tailored financial needs and oversee 24/7 self-service options where applicable.

The role requires compliance with Dodd-Frank and SAFE Act requirements, plus licensing (SIE, Series 6/7, 63/66 as needed). Weekend/evening hours may be required, with a focus on growth and high-quality service.