Wealth-Driven Private Client Banker

JPMorgan Chase & Co.; Keller (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Keller, Texas, seeks a Private Client Banker in Branch Banking to serve affluent clients, manage relationships, and connect customers to the right products and guidance to help them reach their financial goals.

You will collaborate with Specialists, promote self-service options, and adhere to regulatory requirements while delivering education and advice tailored to clients’ needs.

Qualifications

• Experience in branch banking or financial services with client acquisition.
• Licenses/registrations (SIE, FINRA Series 6/7, state licenses) or willingness to obtain within 180 days.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

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

Skills

Relationship-building

Customer-service oriented

Communication skills

Sales and referrals

Regulatory compliance

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorgan Chase & Co. in Keller, Texas, seeks a Private Client Banker in Branch Banking to serve affluent clients, manage relationships, and connect customers to the right products and guidance to help them reach their financial goals.

You will collaborate with Specialists, promote self-service options, and adhere to regulatory requirements while delivering education and advice tailored to clients’ needs.