Job Details

Private Client Banker-Tanglewood-Houston, TX

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Job Description

You have a passion for taking care of our customers and employees, making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. At Chase, you'll help people experience our Customer Promise—helping them make the most of their money through education and tailored advice.

As a Private Client Banker in Branch Banking, you are the main contact for Chase's affluent clients and other customers in the branch. You will manage their banking relationships, using a proactive approach to grow their balances. You will also acquire new clients through referrals and developing sources.

Responsibilities

• Promote Chase Private Client services to eligible clients
• Manage client relationships through advice-based solutions, ensuring clients receive suitable products and services
• Partner with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect clients with experts for specialized needs
• Enhance client convenience by setting up self-service options for 24/7 account access
• Follow policies, procedures, and regulatory requirements

Qualifications and Skills

• Proven success in relationship-based client acquisition and retention
• 1+ year experience in Branch Banking or similar financial services role, with success in growing client relationships
• Required licensing (SIE, Series 6/7, state licenses, Life licenses) within 180 days if not already licensed
• Compliance with Dodd Frank/Truth in Lending Act
• High school diploma or equivalent
• Ability to work flexible hours, including weekends and evenings

Preferred Skills

• Excellent communication skills
• College degree or military experience
• Experience working with affluent clients
• Team-oriented mindset and long-term career focus

Additional Information

This role is subject to Dodd Frank/Truth in Lending Act requirements, including background checks and licensing through NMLS. Employment is contingent upon meeting these requirements.

About JPMorgan Chase: We are a leading financial services firm committed to diversity, inclusion, and helping our customers succeed. We offer competitive pay, benefits, and career growth opportunities.