Private Client Relationship Banker

JPMorgan Chase & Co.; Austin (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Austin, TX seeks a Private Client Banker to serve a select group of affluent clients in Branch Banking. You will manage full banking relationships, delivering tailored advice and sourcing referrals to grow client balances.

Responsibilities include partnering with specialists to address complex needs, promoting self-service access, and ensuring adherence to regulatory requirements and bank policies while supporting a strong client experience.

Qualifications

• Proven success in building and maintaining client relationships
• Ability to grow client balances through referrals and targeted advice
• Strong communication and interpersonal skills for a diverse client base
• Understanding of regulatory requirements and bank policies

Responsibilities

• Act as the main point of contact for Chase Private Client and other Branch customers
• Manage complete banking relationships with an advisory approach to grow balances
• Collaborate with Specialists to connect clients to experts for complex needs
• Promote self-service options to increase 24/7 account access
• Ensure compliance with all banking regulations and internal policies

Skills

Relationship management

New client acquisition

Communication skills

Regulatory compliance

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Austin, TX seeks a Private Client Banker to serve a select group of affluent clients in Branch Banking. You will manage full banking relationships, delivering tailored advice and sourcing referrals to grow client balances.

Responsibilities include partnering with specialists to address complex needs, promoting self-service access, and ensuring adherence to regulatory requirements and bank policies while supporting a strong client experience.