Affluent Private Client Banker — Relationship Growth

JPMorgan Chase & Co.; Town Center (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage affluent clients and their complete banking relationships. You will drive growth by referrals and maintain high standards of service across products.

Responsibilities include coordinating with specialists, promoting self-service options, and ensuring regulatory compliance while supporting a superior client experience.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year of branch banking or equivalent financial services experience with revenue generation.
• SIE exam and FINRA Series 6/7, and state licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Actively manages client banking relationships with an advice-based approach.
• Connects clients to specialists for specialized financial needs.
• Encourages use of self-service options to access accounts 24/7.
• Adheres to banking policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team collaboration

Regulatory/compliance awareness

Education

High school degree

Tools

NMLS/SAFE Act knowledge

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage affluent clients and their complete banking relationships. You will drive growth by referrals and maintain high standards of service across products.

Responsibilities include coordinating with specialists, promoting self-service options, and ensuring regulatory compliance while supporting a superior client experience.