Private Client Banker: Wealth Advisor & Relationship Expert

JPMorgan Chase & Co.; Lakeway (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker within Branch Banking to nurture relationships with affluent clients and guide them through a full range of banking products and services.

You will collaborate with Private Client Advisors, Mortgage Bankers and other specialists to tailor financial solutions, while providing convenient self-service options and upholding regulatory requirements.

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.

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

Excellent communication skills

Relationship-building

Strong team orientation

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker within Branch Banking to nurture relationships with affluent clients and guide them through a full range of banking products and services.

You will collaborate with Private Client Advisors, Mortgage Bankers and other specialists to tailor financial solutions, while providing convenient self-service options and upholding regulatory requirements.