Private Client Relationship Banker

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Job summary

JPMorgan Chase & Co. in Dallas seeks a Private Client Banker to manage relationships with affluent clients, drive growth, and deliver tailored financial guidance within Branch Banking. You will collaborate across Specialists to connect clients with experts and promote self-service options.

Applicants should have 1+ year banking experience, be adept at relationship-based sales, and be compliant with regulatory requirements. Strong communication and long-term career focus are valued.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• Licensing required: SIE exam and FINRA Series 6/7 and state registration within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationship through advice-based approach to meet needs.
• Partners with Specialists to connect clients to experts for specialized needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Regulatory knowledge

Licensing (SIE/FINRA)

Communication skills

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Dallas seeks a Private Client Banker to manage relationships with affluent clients, drive growth, and deliver tailored financial guidance within Branch Banking. You will collaborate across Specialists to connect clients with experts and promote self-service options.

Applicants should have 1+ year banking experience, be adept at relationship-based sales, and be compliant with regulatory requirements. Strong communication and long-term career focus are valued.