Wealth Client Banker & Relationship Advisor

JPMorgan Chase & Co.; Tyler (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorgan Chase & Co. in Texas seeks a Private Client Banker to manage banking relationships for affluent clients and drive growth across the branch with an advice-based approach. You will collaborate with Specialists to connect clients with experts and help them access self-service options 24/7.

The role requires strong communication, 1+ year banking experience, and compliance with financial regulations. Availability for extended hours, weekends, and evenings is expected.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-focused

Client acquisition

Communication

Team collaboration

Regulatory compliance

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in Texas seeks a Private Client Banker to manage banking relationships for affluent clients and drive growth across the branch with an advice-based approach. You will collaborate with Specialists to connect clients with experts and help them access self-service options 24/7.

The role requires strong communication, 1+ year banking experience, and compliance with financial regulations. Availability for extended hours, weekends, and evenings is expected.