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Jobs · Finance · Texas

Private Client Banker - Little Rd Branch - Arlington, TX.

JPMorganChase · Arlington, TX · 1 mo ago
On-siteFinanceFull-time

About the role

You have a passion for taking care of our customers and employees and 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 will help people experience our Customer Promise—helping people make the most of their money so they can make the most of their lives—by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the branch, managing their complete banking relationship across the company and generating growth in their balances.

Responsibilities

  • Shares the value of Chase Private Client with clients that may be eligible.
  • Actively manages banking relationships through an advice‑based approach, ensuring each client receives the best products and services for their needs.
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
  • Makes clients’ lives more convenient by sharing and setting up self‑service options to access accounts 24/7.
  • Adheres to policies, procedures, and regulatory banking requirements.

Requirements

  • Demonstrated success using a value‑added, relationship‑oriented approach to acquire and deepen client relationships.
  • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
  • If not currently registered, must obtain the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses, or complete them within 180 days of starting the role.
  • Compliance with Dodd‑Frank/Truth in Lending Act requirements for Loan Originators.
  • High school degree, GED, or foreign equivalent.
  • Adherence to policies, procedures, and regulatory banking requirements.

Preferred Qualifications

  • Excellent communication skills.
  • College degree or military equivalent.
  • Experience cultivating relationships with affluent clients.
  • Strong team orientation with a commitment to a long‑term career with the firm.

Schedule

Ability to work branch hours, including weekends and some evenings.

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