Private Client Banker — Elite Wealth & Relationships

JPMorgan Chase & Co.; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Austin, TX invites experienced Private Client Bankers to join our Branch Banking team.

You will manage a select group of affluent clients, grow their relationships, and provide education and advice to help them make the most of their money. You will collaborate with Specialists and other banking professionals to connect clients with tailored solutions while upholding regulatory requirements and Chase's client-first standards.

Qualifications

• Must have a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationship through an advice-based approach to deliver best products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Makes lives of clients convenient by enabling self-service options 24/7 access.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship management

Sales & client acquisition

Regulatory compliance

Communication skills

Team collaboration

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Austin, TX invites experienced Private Client Bankers to join our Branch Banking team.

You will manage a select group of affluent clients, grow their relationships, and provide education and advice to help them make the most of their money. You will collaborate with Specialists and other banking professionals to connect clients with tailored solutions while upholding regulatory requirements and Chase's client-first standards.