Private Client Banker - DNT and Frontier - Prosper, TX

JPMorganChase; Prosper (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading financial services provider is seeking a Private Client Banker in Prosper, TX. In this role, you will manage client relationships and provide tailored financial advice, ensuring client satisfaction while collaborating with specialists. The position offers competitive compensation, career growth, and a commitment to community services.

Benefits

Competitive compensation

Diversity and inclusion initiatives

Career development opportunities

Qualifications

• Proven success in relationship management and client acquisition in banking.
• 1+ year experience in branch banking or similar.
• Compliance with Dodd Frank/Truth in Lending Act required.

Responsibilities

• Manage client relationships with an advice-based approach.
• Promote self-service banking options.
• Adhere to banking policies and regulations.

Skills

Relationship management

Client acquisition

Communication skills

Team orientation

Education

High school diploma or equivalent

College degree

Job description

Private Client Banker - DNT and Frontier - Prosper, TX

Join to apply for the Private Client Banker - DNT and Frontier - Prosper, TX role at JPMorgan Chase.

Short Description
As a Private Client Banker, you are the point of contact for a select group of Chase’s clients as well as customers in the Branch.

Job Description
You will manage banking relationships, provide tailored financial advice, and work to grow client balances. You will also collaborate with specialists to meet clients' specific financial needs and promote self-service banking options.

Job Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships through an advice-based approach, ensuring clients receive suitable products and services.
• Partner with Specialists to connect clients with experts for specialized financial needs.
• Enhance client convenience by promoting self-service options.
• Adhere to banking policies, procedures, and regulatory requirements.

Required Qualifications, Capabilities, And Skills

• Proven success in relationship management and client acquisition in banking or financial services.
• 1+ year experience in branch banking or similar, with success in revenue generation.
• Registration requirements: Securities Industry Essential (SIE), FINRA Series 6/7, state licenses, or must obtain within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma or equivalent.
• Ability to work flexible hours, including weekends and evenings.

Preferred Qualifications

• Excellent communication skills.
• College degree or military experience.
• Experience working with affluent clients.
• Strong team orientation and long-term career commitment.

Dodd Frank/Truth in Lending Act
This role requires compliance with specific financial and licensing regulations, including NMLS registration. Employment is contingent upon meeting these requirements.

About Us
JPMorgan Chase is a leading financial services provider dedicated to creating lifelong relationships and supporting community growth through diverse financial products and services.

We offer competitive compensation, benefits, and a commitment to diversity and inclusion. We are an equal opportunity employer.

About The Team
Our Consumer & Community Banking division offers a broad range of financial services, leading in credit card sales and deposit growth, with a focus on customer satisfaction.