Wealth Advisory: Private Client Banker

JPMorganChase; Keller (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in Keller, TX seeks a Private Client Banker to serve as the main contact for a select group of affluent clients and other customers in the branch. You will manage their complete banking relationships, proactively growing balances and developing referral networks.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect clients with experts for specialized financial needs, while promoting convenient 24/7 self-service access.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• Experience in acquiring new clients and maintaining client revenue in financial services.
• Familiar with regulatory banking requirements including Dodd-Frank/Truth in Lending Act.

Responsibilities

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

Skills

Relationship building

New client acquisition

Regulatory compliance

Flexible hours

Education

High school degree or GED

Job description

JPMorganChase in Keller, TX seeks a Private Client Banker to serve as the main contact for a select group of affluent clients and other customers in the branch. You will manage their complete banking relationships, proactively growing balances and developing referral networks.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect clients with experts for specialized financial needs, while promoting convenient 24/7 self-service access.