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  1. Home
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  3. Accounting & Finance
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  5. Private Client Banker
JPMorganChase logo

Private Client Banker

Not Disclosed•Full-TimeOn-site

location_onRestaurant Depot, 3333, Fredericksburg Road, San Antonio, Bexar County, Texas, 78201, United States

Apply Now

About the Team

Chase is a leading financial services firm helping nearly half of America's households and small businesses achieve their financial goals. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow by delivering solutions to solve all their financial needs.

Here at Chase, you will have the opportunity to 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. We recognize that our people are our strength, and the diverse talents they bring to our global workforce are directly linked to our success.

About the Role

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. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.

You will partner with Specialists, including Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. Your day-to-day involves sharing the value of Chase Private Client with eligible clients, managing relationships through an advice-based approach, and making clients' lives more convenient by setting up self-service options for 24/7 account access.

Hiring Process

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer is contingent on JPMorgan Chase's review of your criminal conviction history, credit report, and information available through the National Mortgage Licensing System (NMLS).

Additionally, this role requires NMLS registration under the SAFE Act of 2008. Upon active employment, you will be required to register or update your existing registration to reflect your employment with JPMorgan Chase. Your continued employment is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date and timely completion of annual renewals.

Culture & Diversity

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Work location

Work model: On-site

location_on

Restaurant Depot, 3333, Fredericksburg Road, San Antonio, Bexar County, Texas, 78201, United States

San Antonio, Texas

Key Responsibilities

  • check_circleManage complete banking relationships for select affluent clients using a proactive approach
  • check_circleActively acquire new clients by soliciting referrals and developing internal and external sources
  • check_circlePartner with specialists to connect customers to experts for specialized financial needs
  • check_circleAdhere to all policies, procedures, and regulatory banking requirements
  • check_circleSet up self-service options to help clients access accounts 24/7
  • check_circleShare the value of Chase Private Client with eligible clients to drive engagement

Requirements

  • verifiedHigh school degree, GED, or foreign equivalent
  • verified1+ year Branch Banking Banker or equivalent experience in financial services
  • verifiedSecurities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or completed within 180 days
  • verifiedCompliance with Dodd Frank/Truth in Lending Act
  • verifiedAbility to work branch hours, including weekends and some evenings
  • verifiedNMLS registration under the SAFE Act of 2008

Nice to Have

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.

Benefits & Perks

check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcareTuition reimbursement
JPMorganChase cover image
JPMorganChase logo
Company

JPMorganChase

Industry

Financial Services

Headquarters

New York, NY

Open Roles

6

JPMorganChase operates as a premier financial services institution headquartered in New York, NY, with origins dating back to 1799. As one of the oldest and most recognized global banks, the firm continues the innovative legacy of its heritage companies through extensive operations spanning 100 markets worldwide. The organization manages assets and investments while delivering comprehensive business strategies and innovative banking solutions to a diverse client base. The company serves millions of individual customers alongside prominent corporate, institutional, and government entities on a daily basis. Its global footprint enables the delivery of critical financial services that support economic activity across various sectors. As an Equal Opportunity Employer, JPMorgan Chase & Co. ensures that all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. This commitment to inclusivity underpins the firm's approach to building a diverse workforce capable of serving a global clientele effectively.

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Recrutus

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View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

1+ yrs (Mid Level)

Education

High school degree, GED, or foreign equivalent required

Job Type

Full-Time

Skills Required

Securities Industry Essential ExamFinra Series 6Finra Series 7Life LicensesDodd FrankTruth In Lending ActNMLSSafe Act
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