Private Client Banker: Wealth-Relationship Advisor

JP Morgan Chase; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JP Morgan Chase seeks a Private Client Banker in Branch Banking to manage a select affluent client base and other customers, building lasting banking relationships and delivering tailored education and advice. The role emphasizes proactive service and referrals to grow client balances.

The position requires adherence to regulatory and licensing requirements, weekend/evening hours, and strong communication while partnering with specialists to meet complex financial needs.

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.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• National Mortgage Licensing System (NMLS) registration requirement.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to meet client needs.
• Partners with Specialists to connect customers with experts for specialized needs.
• Sets up self-service access to accounts for convenience 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication skills

Customer service

Sales/Referral skills

Education

High school diploma or GED

College degree or military equivalent

Job description

JP Morgan Chase seeks a Private Client Banker in Branch Banking to manage a select affluent client base and other customers, building lasting banking relationships and delivering tailored education and advice. The role emphasizes proactive service and referrals to grow client balances.

The position requires adherence to regulatory and licensing requirements, weekend/evening hours, and strong communication while partnering with specialists to meet complex financial needs.