Private Client Banker: Wealth Advisor & Relationship Builder

JPMorganChase; Tyler (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage the full banking relationship, proactively driving growth and helping clients access education and advice tailored to their financial needs.

You will acquire new clients by soliciting referrals and developing internal and external sources while working within regulatory and compliance guidelines. Weekend/evenings work is 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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including 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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship selling

New client acquisition

Dodd-Frank compliance

Excellent communication

Affluent clients

Branch hours availability

Education

High school degree

College degree

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage the full banking relationship, proactively driving growth and helping clients access education and advice tailored to their financial needs.

You will acquire new clients by soliciting referrals and developing internal and external sources while working within regulatory and compliance guidelines. Weekend/evenings work is required.