Private Client Relationship Banker

JPMorgan Chase; Sherman (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Banker to manage relationships with affluent branch clients, providing education and tailored financial guidance. You will solicit referrals and collaborate with Specialists to serve client needs.

The role emphasizes relationship-building, adherence to regulatory requirements, and flexibility to work hours including weekends. This position offers a clear path for career growth within Chase Private Client.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with success in acquiring and maintaining clients and revenue.
• Compliance with Dodd/Frank Act and Truth in Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach for best products/services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase seeks a Private Client Banker to manage relationships with affluent branch clients, providing education and tailored financial guidance. You will solicit referrals and collaborate with Specialists to serve client needs.

The role emphasizes relationship-building, adherence to regulatory requirements, and flexibility to work hours including weekends. This position offers a clear path for career growth within Chase Private Client.