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Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX

JPMorganChase

Grand Prairie (TX)

On-site

USD 45,000 - 75,000

Full time

13 days ago

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Job summary

An established industry player is seeking a Private Client Banker who thrives on building relationships and providing exceptional customer service. This role focuses on enhancing client convenience through tailored financial advice and promoting self-service options. You'll collaborate with specialists to meet clients' unique financial needs while ensuring compliance with all regulatory requirements. Join a company that values diversity and inclusion, offering competitive compensation and growth opportunities. If you are passionate about helping clients achieve their financial goals, this is the perfect opportunity for you.

Qualifications

  • 1+ year experience in branch banking or similar roles.
  • Proven success in relationship management and client acquisition.

Responsibilities

  • Promote Chase Private Client services to eligible clients.
  • Manage client relationships proactively, ensuring suitable services.

Skills

Relationship Management
Client Acquisition
Customer Service
Financial Education

Education

High School Diploma
College Degree
Military Experience

Tools

SIE License
Series 6/7 License
State Registration
Life Licenses

Job description

Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX

Join to apply for the Private Client Banker - South Carrier Pkwy and I20 Branch - Grand Prairie, TX role at JPMorgan Chase

Job Overview

We are seeking a passionate individual who enjoys building relationships, providing excellent customer service, and promoting diversity and inclusion. As a Private Client Banker, you will help clients make the most of their finances through tailored advice and education, supporting our Customer Promise.

Key Responsibilities
  • Promote Chase Private Client services to eligible clients
  • Manage client relationships proactively, ensuring they receive suitable products and services
  • Partner with specialists to meet clients’ specialized financial needs
  • Enhance client convenience by promoting self-service options
  • Follow all policies, procedures, and regulatory requirements
Qualifications
  • Proven success in relationship management and client acquisition in banking or financial services
  • 1+ year experience in branch banking or similar roles
  • Required licenses (SIE, Series 6/7, state registration, Life licenses) or willingness to obtain within 180 days
  • Compliance with relevant financial regulations and policies
  • High school diploma or equivalent; college degree or military experience preferred
  • Availability to work flexible hours, including weekends and evenings
Additional Information

This role requires compliance with the Dodd-Frank/Truth in Lending Act and registration with NMLS. Employment is contingent upon successful background checks and licensing.

About JPMorgan Chase

We are a leading financial services firm committed to creating lifelong relationships with our customers and fostering an inclusive work environment. We offer competitive compensation, benefits, and opportunities for growth.

Equal Opportunity Statement

JPMorgan Chase is an equal opportunity employer that values diversity and inclusion. We do not discriminate based on protected attributes and provide accommodations for disabilities and religious practices.

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