Private Client Banker: Wealth Advisory & Relationship Growth

JPMorgan Chase; Round Rock (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Round Rock, TX is seeking a Private Client Banker in Branch Banking to serve affluent clients with an advice-based approach, managing their banking relationship and growth.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while guiding them to self-service options and ensuring compliance with banking regulations.

Qualifications

• Relationship-based client acquisition & revenue growth
• 1+ year branch banking or equivalent experience
• SIE/Series 6/7 and Life licenses within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• High school diploma, GED, or foreign equivalent
• Ability to work branch hours including weekends/evenings
• Strong communication and teamwork skills

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach
• Partners with Specialists to connect customers to experts for specialized needs
• Makes lives of clients more convenient by sharing and setting up self-service options
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Client acquisition

Regulatory compliance

Communication skills

Financial services experience

Education

SIE exam

FINRA Series 6/7

Life licenses

State registration

Job description

JPMorgan Chase & Co. in Round Rock, TX is seeking a Private Client Banker in Branch Banking to serve affluent clients with an advice-based approach, managing their banking relationship and growth.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while guiding them to self-service options and ensuring compliance with banking regulations.