Wealth‑Focused Private Client Banking Advisor

Testing Site - JPMC; Amarillo (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Texas seeks a Private Client Banker to manage affluent clients and a broader customer base within the branch. You will drive growth by deepening relationships and offering tailored financial solutions.

The role emphasizes proactive relationship management, collaboration with specialists, and commitment to regulatory compliance. Strong communication and weekend/evening availability are valued.

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 new client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• 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 best products and services.
• Partners with Specialists to connect clients to experts for complex needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

Acquisition & revenue

Communication skills

Client strategy

Education

High school diploma / GED

Tools

CRM systems

Job description

JPMorgan Chase & Co. in Texas seeks a Private Client Banker to manage affluent clients and a broader customer base within the branch. You will drive growth by deepening relationships and offering tailored financial solutions.

The role emphasizes proactive relationship management, collaboration with specialists, and commitment to regulatory compliance. Strong communication and weekend/evening availability are valued.