Affluent Private Client Banking Advisor

JPMorgan Chase; Fort Worth (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Fort Worth, TX seeks a Private Client Banker to manage a select group of affluent clients and other customers, handling the full banking relationship with a proactive, education-focused approach to helping clients grow and manage their money.

The role involves collaborating with Specialists, promoting self-service options, and maintaining strict adherence to regulatory requirements, with hours including weekends and some evenings.

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 revenue growth and client retention.
• Compliance with Dodd-Frank/Truth in Lending Act requirements and licensing.
• 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 best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication skills

Relationship building

Affluent client experience

Team orientation

Proactive advisory approach

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase in Fort Worth, TX seeks a Private Client Banker to manage a select group of affluent clients and other customers, handling the full banking relationship with a proactive, education-focused approach to helping clients grow and manage their money.

The role involves collaborating with Specialists, promoting self-service options, and maintaining strict adherence to regulatory requirements, with hours including weekends and some evenings.