Affluent Client Banker – Relationship & Advisory

African American Talent; Lakeway (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Lakeway/Austin to manage affluent client relationships and drive balance growth. You will serve as the primary contact in-branch, using a proactive advisory approach to deliver tailored financial guidance and solutions.

The role requires a high school diploma or equivalent, with 1+ year in branch banking and completion of essential licenses within 180 days. Weekend/evening hours may be required, and regulatory compliance is a must.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with verifiable success in new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7, state registration and Life licenses required or must be completed within 180 days of starting.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to provide best-fit products and services.
• Coordinates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Education

High school diploma

College degree

Job description

JPMorgan Chase is seeking a Private Client Banker in Lakeway/Austin to manage affluent client relationships and drive balance growth. You will serve as the primary contact in-branch, using a proactive advisory approach to deliver tailored financial guidance and solutions.

The role requires a high school diploma or equivalent, with 1+ year in branch banking and completion of essential licenses within 180 days. Weekend/evening hours may be required, and regulatory compliance is a must.