Private Client Banker: Wealth & Relationship Builder

JPMorganChase; Midland (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship, driving growth through referrals and a proactive service approach.

You will collaborate with specialists to meet complex financial needs while guiding clients to convenient self-service options and maintaining regulatory compliance. Strong communication and a long-term client-focus are essential.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year branch banking banker experience or equivalent in financial services, with verifiable success in new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7 and state registrations or set to complete within 180 days.

Responsibilities

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

Skills

Relationship building

Client acquisition

Financial services

Licensing requirements

Dodd-Frank compliance

High school diploma

Flexible hours

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 and other customers. You will manage the full banking relationship, driving growth through referrals and a proactive service approach.

You will collaborate with specialists to meet complex financial needs while guiding clients to convenient self-service options and maintaining regulatory compliance. Strong communication and a long-term client-focus are essential.