Private Client Banker-Oak Forest Branch- Houston ,TX

JPMorganChase • Houston, TX

3d • Onsite

About The Position

The Private Client Banker in Branch Banking serves as the main point of contact for a select group of Chase affluent clients and other branch customers. The role manages clients’ complete banking relationships across the company through a proactive, disciplined, advice-based approach, helping grow balances and matching clients with products and services suited to their needs. The banker also acquires new clients by soliciting referrals and developing internal and external sources, and helps customers make the most of their money through education and tailored financial advice.

The position requires adherence to banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration. Continued employment depends on meeting these requirements, including successful NMLS registration after starting and required renewals and 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, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, state registration (including Series 63 or 66 if required), and Life licenses are required or must be successfully completed within 180 days of starting the role.
• Comply with Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including applicable review of criminal conviction history, credit report, NMLS information, and other relevant information.
• 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 after starting, and timely completion of annual renewal and required updates.
• A felony conviction within the last seven years disqualifies candidates from consideration.

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.
• Manage banking relationships through an advice-based approach and ensure 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 specialists for financial needs.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, 7 days a week.
• Acquire new clients by actively soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

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