Private Client Banker - Wealth & Relationship Advisor

JPMorganChase; Lakeway (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Texas is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and other customers. You will drive growth through proactive relationship management, referrals, and collaboration with Private Client Advisors and Mortgage Bankers, while promoting self-service options for 24/7 access.

The role requires licensing readiness (SIE, FINRA 6/7, state licenses) and adherence to banking regulations, with weekend/evening hours as needed.

Qualifications

• Must pass SIE exam, FINRA Series 6/7, and state licenses or complete within 180 days.
• Dodd-Frank/Truth in Lending Act compliance.
• High school diploma or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Strong compliance with banking regulations.

Responsibilities

• Manage banking relationships for Private Client clients.
• Solicit referrals and develop internal/external sources.
• Coordinate with Specialists to connect clients to experts.
• Provide 24/7 access by promoting self-service options.
• Adhere to policies and regulatory requirements.

Skills

Relationship-building

New client acquisition

Communication

Customer service

Time management

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in Texas is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and other customers. You will drive growth through proactive relationship management, referrals, and collaboration with Private Client Advisors and Mortgage Bankers, while promoting self-service options for 24/7 access.

The role requires licensing readiness (SIE, FINRA 6/7, state licenses) and adherence to banking regulations, with weekend/evening hours as needed.