Client Banker: Relationship Lead for Affluent Clients

JPMorgan Chase & Co.; Tomball (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 relationship. You will proactively solicit referrals and develop internal and external sources to grow client balances.

The role emphasizes an advice-based approach, collaboration with specialists, and ensuring clients access to banking services around the clock while maintaining compliance with industry regulations.

Qualifications

• Proven ability to acquire and deepen client relationships
• SIE and FINRA licenses required or to be completed within 180 days
• Understanding of Dodd-Frank/Truth in Lending Act compliance

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages client banking relationships with an advice-based approach
• Coordinates with Specialists to connect clients to experts
• Facilitates self-service access to accounts 24/7
• Complies with banking policies and regulatory requirements

Skills

Relationship building

New client acquisition

SIE eligible

FINRA Series 6/7

Dodd-Frank compliance

High school diploma

Education

High school diploma or equivalent

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 relationship. You will proactively solicit referrals and develop internal and external sources to grow client balances.

The role emphasizes an advice-based approach, collaboration with specialists, and ensuring clients access to banking services around the clock while maintaining compliance with industry regulations.