Private Client Banker: Wealth Guidance & Concierge Banking

Next Frontier Capital; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase in Houston is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their banking relationship with an advice-based approach and promoting the best products and services.

You will collaborate with Private Client Advisors and Mortgage Bankers, assist clients with self-service options, and ensure compliance with regulatory requirements; weekend/evening hours may apply.

Qualifications

• Proven ability to acquire and deepen client relationships
• 1+ year experience in branch banking or equivalent with revenue generation
• SIE exam and FINRA Series 6/7 plus state registrations or must complete within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• Must have high school degree or GED or foreign equivalent
• Ability to work branch hours including weekends

Responsibilities

• Share Chase Private Client value with eligible clients
• Manage banking relationships with an advice-based approach to offer best products
• Partner with Specialists to connect clients with experts
• Facilitate client access to self-service options 24/7
• Adhere to all policies and regulatory requirements

Skills

Relationship-building

Sales experience

Customer service

Regulatory knowledge

Communication skills

Education

High school diploma or equivalent

Job description

JPMorgan Chase in Houston is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their banking relationship with an advice-based approach and promoting the best products and services.

You will collaborate with Private Client Advisors and Mortgage Bankers, assist clients with self-service options, and ensure compliance with regulatory requirements; weekend/evening hours may apply.