Private Client Banker — Wealth Guidance & Client Relationships

JPMorganChase; Georgetown (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to serve affluent clients and other customers within a branch, managing their complete banking relationship with a proactive, education-focused approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts and to share self-service options for 24/7 access.

Qualifications

• Demonstrated ability to communicate clearly with clients and colleagues.
• Experience building and deepening relationships with affluent clients.
• Strong teamwork and collaboration to meet client goals.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach for the best products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates client access by promoting self-service options for 24/7 account access.
• Adheres to all policies, procedures, and regulatory banking requirements.

Skills

Excellent communication

Affluent client relationships

Team oriented

Education

High school degree/GED

College degree or military equivalent

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to serve affluent clients and other customers within a branch, managing their complete banking relationship with a proactive, education-focused approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts and to share self-service options for 24/7 access.