Elite Private Client Banker - Relationship Banking

Aumni; McKinney (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker for Branch Banking to manage relationships with affluent clients and broader customers. You will deliver education and tailored financial guidance while driving growth across balances and referrals.

The role focuses on an advice-based approach, collaboration with specialists, and ensuring convenient 24/7 self-service access for clients. Strong communication and regulatory compliance are essential.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Compliance with banking regulations and fiduciary standards.
• Ability to solicit referrals and grow client assets across the relationship.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to offer best-fit products.
• Partners with specialists to connect clients to experts for specialized financial needs.
• Makes lives of clients easier by promoting self-service options 24/7 access.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Excellent communication skills

Relationship management

Regulatory compliance

Sales experience

Team collaboration

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker for Branch Banking to manage relationships with affluent clients and broader customers. You will deliver education and tailored financial guidance while driving growth across balances and referrals.

The role focuses on an advice-based approach, collaboration with specialists, and ensuring convenient 24/7 self-service access for clients. Strong communication and regulatory compliance are essential.