Elite Private Client Advisor

JPMorganChase; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in Houston seeks a dedicated Banking Specialist to manage and cultivate client relationships. This role involves advising clients, ensuring regulatory compliance, and collaborating with specialists. The ideal candidate has at least 1 year of experience in the financial sector and excellent communication skills. Join us to help clients achieve their financial goals with personalized service and a strong commitment to diversity and inclusion.

Qualifications

• 1+ year of Branch Banking Banker experience or equivalent.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• Ability to work branch hours including weekends.

Responsibilities

• Manage banking relationships through an advice-based approach.
• Share self-service options with clients for account access.
• Partner with specialists for customer needs.

Skills

Relationship-oriented approach

Excellent communication skills

Client acquisition

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

A leading financial services firm in Houston seeks a dedicated Banking Specialist to manage and cultivate client relationships. This role involves advising clients, ensuring regulatory compliance, and collaborating with specialists. The ideal candidate has at least 1 year of experience in the financial sector and excellent communication skills. Join us to help clients achieve their financial goals with personalized service and a strong commitment to diversity and inclusion.