Private Client Banker - Southlake & Village Center Branch - Southlake, TX.

JPMorgan Chase & Co. • Southlake, TX

1d • 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’s affluent clients as well as other customers in the branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You also help acquire new clients by soliciting referrals and developing internal and external sources.

The role focuses on building lasting customer relationships through an advice-based approach, helping clients find products and services suited to their financial needs, and connecting them with specialists for more complex needs. The position requires adherence to banking policies, procedures, and regulatory requirements, as well as availability to work branch hours, including weekends and some evenings.

This position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting applicable qualification, registration, renewal, and update 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 or equivalent financial-services experience, with verifiable success in new-client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not currently registered, complete the Securities Industry Essential (SIE) exam, FINRA Series 6/7, applicable state registration (including 63 or 66 if required), and Life licenses within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
• 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.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) as required under the SAFE Act, and complete required annual renewal and updates.
• Meet applicable financial responsibility, good character, and general fitness requirements for the position.

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 suitable products and services.
• 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 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Manage clients’ complete banking relationships across the company and generate growth in their balances.

Benefits

• Competitive total rewards package with base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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