Private Client Banker — Wealth Advisory & Relationships

JPMorgan Chase; McKinney (TX); On-site; USD 52,000 - 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, managing their banking relationships with an advice-based approach. The role emphasizes building long-term client partnerships and driving growth through referrals and internal collaboration.

The position requires strong communication, adherence to regulatory standards, and willingness to work weekend hours. This is a branch-based role focused on delivering Chase Private Client value.

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 revenue generation.
• SIE exam or FINRA Series 6/7 and state registration within 180 days if not already.
• Compliance with Dodd-Frank / Truth in Lending Act 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.
• Manages banking relationships with an advice-based approach to match client needs with products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates client access to self-service options 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Communication skills

Team orientation

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their banking relationships with an advice-based approach. The role emphasizes building long-term client partnerships and driving growth through referrals and internal collaboration.

The position requires strong communication, adherence to regulatory standards, and willingness to work weekend hours. This is a branch-based role focused on delivering Chase Private Client value.