Private Client Banking Advisor

JPMorganChase; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase is seeking a Branch Banking Banker to manage and deepen client relationships, offering appropriate financial solutions within a regulated environment. You will work closely with specialists to connect clients to experts for unique financial needs and promote convenient 24/7 self-service access to accounts.

The role requires a relationship-driven mindset, sales experience, and regulatory compliance knowledge, including Dodd-Frank and licensing requirements.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience with verifiable revenue generation.
• SIE exam and FINRA Series 6/7 or state registrations or must complete within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage banking relationships with an advice-based approach to provide best-fit products.
• Partner with Specialists to connect clients to experts for specialized needs.
• Enable self-service options for 24/7 access to accounts.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Financial services experience

Regulatory compliance

NMLS knowledge

Education

High school degree

Tools

NMLS system

Job description

JPMorganChase is seeking a Branch Banking Banker to manage and deepen client relationships, offering appropriate financial solutions within a regulated environment. You will work closely with specialists to connect clients to experts for unique financial needs and promote convenient 24/7 self-service access to accounts.

The role requires a relationship-driven mindset, sales experience, and regulatory compliance knowledge, including Dodd-Frank and licensing requirements.