Wealth Relationship Banker

Next Frontier Capital; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas seeks a Private Client Banker to manage a select client group, building relationships and guiding clients through banking products with an advice-based approach.

You will collaborate with specialists, extend self-service options for clients, and ensure compliance with bank policies and federal regulations. Strong communication and previous banking experience are valued.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses or must complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• NMLS registration under the SAFE Act of 2008 and related requirements.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Private Client services with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients to experts for complex needs.
• Facilitates self-service access for clients 24/7 to improve convenience.
• Adheres to all applicable policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Financial services experience

Education

High school degree or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Dallas seeks a Private Client Banker to manage a select client group, building relationships and guiding clients through banking products with an advice-based approach.

You will collaborate with specialists, extend self-service options for clients, and ensure compliance with bank policies and federal regulations. Strong communication and previous banking experience are valued.