JPMorgan Chase - Missouri City, MO
posted 20 days ago
Full-time - Entry Level
Missouri City, MO
Credit Intermediation and Related Activities
About the position
As a Private Client Banker at Chase, you will serve as the primary contact for a select group of affluent clients, managing their complete banking relationships. Your role involves providing tailored financial education and advice, ensuring clients receive the best products and services to meet their needs. You will also be responsible for acquiring new clients through referrals and developing relationships with internal and external sources.
Responsibilities
- Actively manage banking relationships through an advice-based approach.
- Promote the value of Chase Private Client to eligible clients.
- Partner with specialists to connect customers with experts for specialized financial needs.
- Facilitate self-service options for clients to access their accounts 24/7.
- Adhere to policies, procedures, and regulatory banking requirements.
Requirements
- 1+ year of experience in Branch Banking or equivalent in financial services with a focus on client acquisition and relationship management.
- Successful completion of the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, and Life licenses within 180 days of starting the role.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
Nice-to-haves
- Excellent communication skills.
- College degree or military equivalent.
- Experience with affluent clients.
- Strong team orientation and commitment to a long-term career with the firm.
Benefits
- Comprehensive health insurance coverage.
- 401(k) retirement savings plan with company matching.
- Paid time off and holidays.
- Opportunities for professional development and career growth.
