Private Client Banker- Kirby, Houston ,TX

JPMorgan Chase & Co. • Houston, TX

1d • Onsite

About The Position

As a Private Client Banker in Chase Branch Banking, you are the main point of contact for a select group of affluent clients and other branch customers. You manage clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and match customers with products and services suited to their needs. You also help acquire new clients by soliciting referrals and developing internal and external sources. The role includes partnering with specialists to address customers’ specialized financial needs, helping customers use self-service banking options, and following applicable policies and regulatory requirements. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements and requires NMLS registration under the SAFE Act.

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, relationship cultivation and maintenance, 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 requirements for Loan Originators.
• High school degree, GED, or foreign equivalent.
• 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 remain compliant with registration, renewal, and update requirements.
• Meet the firm’s 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 and ensure clients receive suitable products and services.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists.
• Help clients set up self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Complete and maintain required securities licensing and NMLS registration, including applicable updates and renewals.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Commission-based pay and/or discretionary incentive compensation for eligible roles

What This Job Offers

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