Affluent Client Relationship Advisor

JPMorgan Chase; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Dallas seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and prospects, providing tailored advice and access to the bank's products and services.

You will collaborate with specialists to connect clients to experts, expand balances, and offer self-service options so customers can access accounts around the clock. The role requires a client-first mindset and adherence to banking regulations.

Qualifications

• Demonstrated success growing client relationships.
• 1+ year experience in branch banking or financial services.
• SIE/FINRA Series 6/7 and state licenses required within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work weekend/evening hours.

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 for specialized financial needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Communication skills

Affluent client experience

Education

High school diploma or GED

Job description

JPMorgan Chase in Dallas seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and prospects, providing tailored advice and access to the bank's products and services.

You will collaborate with specialists to connect clients to experts, expand balances, and offer self-service options so customers can access accounts around the clock. The role requires a client-first mindset and adherence to banking regulations.