Private Client Banker — Elite Wealth & Relationship Lead

JP Morgan Chase

San Antonio (TX)

On-site

USD 55,000 - 75,000

Full time

8 days ago

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Job summary

JP Morgan Chase in San Antonio, TX is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers. You will manage the full banking relationship, using an advisory approach to grow balances and deepen loyalty.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to specialists and personalized financial solutions while guiding them through self-service options and ensuring

Qualifications

Proven success in growing client relationships.
1+ year experience in branch banking or equivalent.
SIE exam and FINRA Series 6/7 or equivalent licenses within 180 days.
Compliance with Dodd Frank/Truth in Lending Act.
High school diploma or GED.
Ability to work weekends and some evenings.

Responsibilities

Shares the value of Chase Private Client with clients that may be eligible.
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
Partners with Specialists to connect customers to experts for specialized financial needs.
Makes lives of clients more convenient by sharing and setting up self-service options access 24/7.
Adheres to policies, procedures, and regulatory banking requirements.