Wealth Relationship Banker

Fairygodboss; Arlington (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Texas seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will expand relationships, solicit referrals, and collaborate with Specialists to address complex financial needs.

The role requires compliance with banking regulations, weekend/evening hours, and a commitment to providing excellent service. A high school diploma is required, with professional licenses to be obtained within 180 days of start.

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.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or to be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act 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 who can help with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Licensing requirements

Regulatory compliance

Time management

Education

High school diploma or GED

Job description

JPMorgan Chase in Texas seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will expand relationships, solicit referrals, and collaborate with Specialists to address complex financial needs.

The role requires compliance with banking regulations, weekend/evening hours, and a commitment to providing excellent service. A high school diploma is required, with professional licenses to be obtained within 180 days of start.