Elite Private Client Banker - Affluent Relationships

JPMorgan Chase; The Woodlands (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers in the Branch. You will manage their banking relationship end-to-end, proactively growing balances and referring clients to specialists for tailored financial solutions.

You will work with the team to ensure clients have access to the best products and services, while maintaining compliance with regulatory requirements and bank policies.

Qualifications

• Experience in relationship-based banking and growing client relationships.
• Proven success in acquiring new clients and generating revenue.
• Knowledge of regulatory banking requirements and consumer protection laws.

Responsibilities

• Share the value of Chase Private Client services with eligible clients.
• Manage complete banking relationships with an advice-based approach.
• Partner with specialists to connect clients with experts for tailored financial needs.
• Set up and promote self-service options to access accounts 24/7.
• Adhere to bank policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Financial services knowledge

Education

High school diploma or GED

FINRA Series 6/7 eligibility

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers in the Branch. You will manage their banking relationship end-to-end, proactively growing balances and referring clients to specialists for tailored financial solutions.

You will work with the team to ensure clients have access to the best products and services, while maintaining compliance with regulatory requirements and bank policies.