Private Client Banker — Affluent Client Advisor

JPMorganChase; Lake Worth (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and other customers, overseeing their complete banking relationship with a proactive, advisory approach.

You will collaborate with Specialists to connect clients with expert financial solutions, while promoting self-service options and ensuring compliance with regulatory requirements. Weekend/evening hours may be required.

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 revenue generation.
• SIE exam, FINRA Series 6/7, state licenses required or completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer best products and services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts.
• Sets up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Communication skills

Team orientation

Education

High school degree

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and other customers, overseeing their complete banking relationship with a proactive, advisory approach.

You will collaborate with Specialists to connect clients with expert financial solutions, while promoting self-service options and ensuring compliance with regulatory requirements. Weekend/evening hours may be required.