Wealth Relationship Banker for Private Clients

JPMorganChase; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase in Dallas is hiring a Private Client Banker to be the main contact for a select group of affluent clients and other customers in the Branch. You will manage their banking relationship with an advice-based approach and work with specialists to connect clients to experts for specialized financial needs.

The role requires a strong commitment to customer service, adherence to banking regulations, and flexibility to include weekend/evening hours.

Qualifications

• Using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking experience with new client acquisition.
• Compliance with banking regulations including Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach.
• Partners with specialists to connect clients to experts.
• Facilitates self-service access 24/7 for clients.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Licensing awareness

Education

High school diploma or equivalent

College degree or military experience

Job description

JPMorgan Chase in Dallas is hiring a Private Client Banker to be the main contact for a select group of affluent clients and other customers in the Branch. You will manage their banking relationship with an advice-based approach and work with specialists to connect clients to experts for specialized financial needs.

The role requires a strong commitment to customer service, adherence to banking regulations, and flexibility to include weekend/evening hours.