Affluent Private Client Relationship Banker

JPMorgan Chase & Co.; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to be the main contact for a select group of affluent clients within a Branch. You will manage their complete banking relationship with a proactive, advisory approach to grow balances and revenue.

This role requires obtaining SIE/Series 6/7 registrations and Life licenses, along with NMLS requirements. Weekend/evening hours may be necessary, and adherence to regulatory standards is essential.

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, cultivation, and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.
• National Mortgage Licensing System (NMLS) registration or eligibility is required upon employment.

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.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication

New client acquisition

Team orientation

Customer service

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to be the main contact for a select group of affluent clients within a Branch. You will manage their complete banking relationship with a proactive, advisory approach to grow balances and revenue.

This role requires obtaining SIE/Series 6/7 registrations and Life licenses, along with NMLS requirements. Weekend/evening hours may be necessary, and adherence to regulatory standards is essential.