Private Client Banker - Austin Northwest Market - Austin, TX

JPMorganChase • Austin, TX

2d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase affluent clients as well as other branch customers. You manage clients’ complete banking relationships across the company, using a proactive and disciplined approach to grow balances and acquire new clients through referrals and internal and external sources. The role focuses on helping customers make the most of their money by providing education and advice tailored to their financial needs, while delivering a welcoming and valued customer experience.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and general fitness. Any felony conviction within the last seven years disqualifies candidates. Continued employment depends on compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and SAFE Act requirements, including NMLS registration or updates upon employment and timely annual renewal and other required updates.

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 financial services experience, 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, state registration (including Series 63 or 66 if required), and Life licenses, or complete them successfully within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act requirements, including applicable Loan Originator 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 SAFE Act requirements, including NMLS registration or updating an existing registration upon active employment, and complete required annual renewals and updates.
• Pass the employer’s review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and general fitness; felony convictions within the last seven years disqualify candidates.

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 each client receives 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.
• Make clients’ lives more convenient by sharing and setting up self-service options for accessing accounts 24 hours a day, 7 days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Use a proactive and disciplined approach to grow client balances.

What This Job Offers

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