Private Client Relationship Banker for Affluent Clients

JPMorgan Chase

Houston (TX)

On-site

USD 60,000 - 110,000

Full time

10 days ago

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Job summary

JPMorgan Chase in Houston is seeking a Private Client Banker to manage a select group of affluent clients and other customers within the Branch. You will steward the full banking relationship, delivering proactive advice and identifying growth opportunities across products and services.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists, while enabling 24/7 self-service access and ensuring compliance with

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 revenue generation.
Compliance with applicable financial industry regulations and licensing requirements.

Responsibilities

Shares the value of Chase Private Client with eligible clients.
Actively manages banking relationships with an advice-based approach to optimize products and services.
Partners with specialists to connect clients to experts for specialized needs.
Promotes self-service options to access accounts 24/7 for client convenience.
Adheres to policies, procedures, and regulatory banking requirements.