Private Client Relationship Banker

Testing Site - JPMC; New Braunfels (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in the Branch Banking network seeks a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship. You will provide education and advice tailored to their financial needs, partnering with specialists to connect clients with experts who can help with specialized financial needs.

This role emphasizes relationship-building, compliance with banking regulations, and deep local market knowledge.

Qualifications

• Demonstrated success in acquiring and deepening client relationships
• Experience in financial services with revenue generation
• Compliance with regulatory banking requirements and licenses (SIE/Series 6/7) where applicable

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with a proactive, advisory approach
• Partners with Specialists to connect clients to experts for specialized needs
• Facilitates access to self-service options for 24/7 account access
• Adheres to policies, procedures, and regulatory requirements

Skills

Relationship building

New client acquisition

Financial services experience

Regulatory compliance knowledge

Excellent communication

Team orientation

Education

High school degree

GED

College degree or military equivalent

Job description

JPMorgan Chase in the Branch Banking network seeks a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship. You will provide education and advice tailored to their financial needs, partnering with specialists to connect clients with experts who can help with specialized financial needs.

This role emphasizes relationship-building, compliance with banking regulations, and deep local market knowledge.