Affluent Client Banking Advisor

JPMorgan Chase; Southlake (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase in Texas seeks a Private Client Banker in Branch Banking to manage the complete banking relationships of affluent clients. You will advise on products and services, solicit referrals, and coordinate with Specialists to meet complex financial needs.

The role emphasizes education, regulatory compliance, and delivering the Chase Customer Promise. You will help clients access self-service options and maintain ongoing client engagement, with weekend hours and a focus on long-term

Qualifications

• 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.
• Compliance with Dodd Frank/Truth in Lending Act and related licensing requirements.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses, or completion within 180 days.
• 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.

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 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.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Texas seeks a Private Client Banker in Branch Banking to manage the complete banking relationships of affluent clients. You will advise on products and services, solicit referrals, and coordinate with Specialists to meet complex financial needs.

The role emphasizes education, regulatory compliance, and delivering the Chase Customer Promise. You will help clients access self-service options and maintain ongoing client engagement, with weekend hours and a focus on long-term