Private Client Banking Advisor

Testing Site - JPMC

Allen (TX)

On-site

USD 50,000 - 75,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in a Chase branch to represent our brand with hospitality and to deliver banking solutions to affluent clients.

You will manage relationships, drive growth, and connect clients to specialists for complex needs, while ensuring compliance and risk controls. The role requires weekend/evening hours, a high school diploma or GED, and licensing through JPMC’s program within 180 days.

Qualifications

  • Proven ability to acquire and deepen client relationships.
  • Experience in financial services sales with revenue generation.
  • Strong communication skills for in-person and phone interactions.

Responsibilities

  • Put clients first and deliver attentive, welcoming service.
  • Manage client banking relationships with an advisory approach.
  • Educate clients on technology solutions and self-service tools.
  • Comply with banking policies, procedures, and regulatory requirements.
  • Identify opportunities to grow client balances through referrals.

Skills

Relationship building
Sales experience
Communication
Regulatory compliance
Attention to detail
Customer service

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in a Chase branch to represent our brand with hospitality and to deliver banking solutions to affluent clients.

You will manage relationships, drive growth, and connect clients to specialists for complex needs, while ensuring compliance and risk controls. The role requires weekend/evening hours, a high school diploma or GED, and licensing through JPMC’s program within 180 days.

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