Wealth Relationship Banker

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationships, offer education and advice tailored to their financial needs, and work with specialists to connect clients to experts.

The role emphasizes relationship-building, compliance with banking regulations, and a proactive, service-oriented approach to helping clients grow their balances.

Qualifications

• Must have demonstrated success in acquiring and deepening client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Regulatory compliance with Dodd-Frank/TILA and applicable licenses.
• Flexibility 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 provide best products and services.
• Partners with specialists to connect clients to experts for specialized needs.
• Enables client self-service access to accounts 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Compliance knowledge

Communication skills

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. in Dallas is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationships, offer education and advice tailored to their financial needs, and work with specialists to connect clients to experts.

The role emphasizes relationship-building, compliance with banking regulations, and a proactive, service-oriented approach to helping clients grow their balances.