Affluent Private Client Banking Advisor

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You will use an advice-based approach to grow balances and actively solicit referrals while coordinating with specialists.

The role requires a high school diploma (college degree preferred), licenses per regulatory requirements, and availability for weekend/evening hours. NMLS registration is mandatory on start date.

Qualifications

• 1+ year in branch banking with new client acquisition.
• SIE exam and FINRA 6/7 licenses required within 180 days of starting.
• State registration (63/66 if required) and Life licenses may be required.
• Compliance with Dodd-Frank/Truth in Lending Act.
• NMLS registration required after employment start date.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Actively manages banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts.
• Facilitate self-service options for 24/7 access to accounts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

Communication skills

Sales / cross-selling

Customer service

Regulatory compliance

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You will use an advice-based approach to grow balances and actively solicit referrals while coordinating with specialists.

The role requires a high school diploma (college degree preferred), licenses per regulatory requirements, and availability for weekend/evening hours. NMLS registration is mandatory on start date.