Private Client Banker- Kirby, Houston ,TX

JPMorganChase • Houston, TX

2d

About The Position

The Private Client Banker works in Branch Banking and serves as the main point of contact for a select group of Chase affluent clients as well as other branch customers. The role manages clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and ensure clients receive products and services suited to their needs. The banker helps acquire new clients by soliciting referrals and developing internal and external sources, and connects customers with specialists for their financial needs. The position requires adherence to banking policies, procedures, and regulatory requirements, including applicable loan-originator and NMLS/SAFE Act requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of Branch Banking Banker experience or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not already registered, pass the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
• Comply with Dodd-Frank/Truth in Lending Act qualification requirements.
• High school degree, GED, or foreign equivalent.
• Adhere to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Meet applicable loan-originator qualification requirements, including review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, and comply with annual renewal and required updates.

Nice To Haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and commitment to a long-term career with the firm.

Responsibilities

• Share the value of Chase Private Client with clients who may be eligible.
• Actively manage banking relationships through an advice-based approach, ensuring clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED