Private Client Banker

Job Description

Private Client Banker – Austin Northwest Market – Austin, TX | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Austin, TX. JPMorgan Chase is dedicated to helping people make the most of their money so they can make the most of their lives by providing tailored financial education and advice. This role is crucial as it serves as the main point of contact for a select group of affluent clients, building lasting relationships and managing their complete banking needs. You will help clients by doing the right thing, exceeding expectations, and demonstrating a strong commitment to diversity and inclusion.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – USA(Texas)

• Team: Branch Banking
• Mission: Manage and grow banking relationships for affluent clients by providing advice and connecting them to specialized financial solutions, while also acquiring new clients.

What You’ll Actually Do
• Client Engagement: Share the value of Chase Private Client with clients that may be eligible.
• Relationship Management: Actively manage client banking relationships through an advice-based approach, ensuring each client receives optimal products and services.
• Referral & Partnership: Partner with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect customers to experts for specialized financial needs.
• Client Acquisition: Acquire new clients by actively soliciting referrals and developing internal and external sources.
• Convenience Solutions: Make clients’ lives more convenient by sharing and setting up self-service options for 24/7 account access.

The Must-Haves
• Background: High school degree, GED, or foreign equivalent. Core domain knowledge in branch banking or equivalent experience in financial services.
• Experience: 1+ year in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation. Required completion of the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses within 180 days of starting the role if not currently registered.
• Skills: Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. Adherence to policies, procedures, and regulatory banking requirements, including compliance with Dodd Frank/Truth in Lending Act and SAFE Act/NMLS registration. Ability to work branch hours, including weekends and some evenings.
• Bonus: Excellent communication skills, college degree or military equivalent, experience cultivating relationships with affluent clients, strong team orientation with a commitment of long-term career with the firm.