Private Client Banker-Memorial and Asbury Branch-Houston, TX
Houston, Texas, United States · On-site
Mid level$1.6B raised
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 t…
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banki…
Private Label - Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorga…
Skills: Auto finance, Sales, Relationship management, Underwriting, Commercial financing
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Retail banking, Financial services, Sales, Client relationship management, Communication
Project Management Associate – Commercial Term Lending - Associate
New York, New York, United States · On-site
$74k–$103k/yr
Mid level$1.6B raised
Join CTL’s mission to deliver tailored financing solutions that power commercial real estate operators nationwide. In this role, you’ll work at the center of leadership decision-making, shaping how teams align, communica…
Skills: Project management, Strategic planning, Data analysis, Stakeholder management, Executive support
Job Description As an IMOS Service Delivery Associate in Client Account Services (CAS) you will be responsible for managing new account launches and life cycle events for our Investment Middle Office Service clients. The…
Relationship Banker - North Tarrant Market - North Richland Hills - TX.
Fort Worth, Texas, United States · On-site
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Retail banking, Financial services, Client relationship management, Sales, Communication
Business Analysis - Global Screening Operations Transformation - Vice President
Mumbai, Maharashtra, India · On-site
Senior+$1.6B raised
Embark on a rewarding and challenging career as a Business Analysis Manager with our dynamic team. You'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expandin…
Skills: Business analysis, Data analytics, Strategic thinking, Project management, Automation
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Payments Technology, you are an integral par…
Head of CCB Finance Stress Testing - Executive Director
Columbus, Ohio, United States · On-site
Senior+$1.6B raised
Shape how one of the firm’s largest businesses plans for uncertainty and demonstrates resilience under stress. As the senior Finance leader for Consumer and Community Banking stress testing, you will connect Finance, Ris…
Skills: Stress testing, Capital planning, Financial forecasting, Program management, Regulatory reporting
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level. As a Software Engineer III at JPMorgan Chase within the Commercial & Investment Bank Payments Technology t…
Private Client Banker - Financial District Market - San Francisco, CA
San Francisco, California, United States · On-site
$25/hr–$32/hr
Entry level$1.6B raised
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 t…
The Presentations Specialist role involves the creation and formatting of documents such as pitch-books, proposals, financial statements and other types of presentations following JPMorgan standards, primarily using the …
Skills: Microsoft Office, PowerPoint, Word, Excel, Graphic Design
Global Investment Banking - EMEA A&A Lead – Executive Director
London, England, United Kingdom · On-site
Senior+$1.6B raised
You will help shape and deliver the global A&A strategy across EMEA, partnering with the GIB A&A Leader, regional GIB Heads, and senior leadership to implement firmwide priorities while advancing initiatives that support…
You’re ready to gain the skills and experience needed to grow within your role and advance your career — and we have the perfect software engineering opportunity for you. As a Software Engineer III – Java at JPMorganChas…
Skills: Java, Spring Boot, Microservices, React, Angular
Enable clients to trade cleared products globally by delivering reliable margin, collateral, and settlement support across exchanges and CCPs. Drive a strong client service and controls culture through accurate execution…
Investment Banking - EMEA Diversified Industries - Associate - London
London, England, United Kingdom · On-site
Mid level$1.6B raised
Our EMEA Diversified Industries team is responsible for the origination and execution of public and private M&A and capital markets transactions involving corporate and financial sponsor clients in the broad industrial s…
Skills: Investment banking, M&A, Capital markets, Financial modeling, Valuation
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level. As a Software Engineer III at JPMorgan Chase within the Asset & Wealth Management, you serve as a seasoned…
Skills: Python, AWS, Azure, Machine Learning, Generative AI
International Private Bank, Client Advisor, Hamburg, Germany, Senior Associate (all genders)
Hyvinkää, Uusimaa, Finland · On-site
Senior$1.6B raised
As a Client Advisor, Germany, Senior Associate within the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial pl…
Description At the Consumer and Community Banking - Finance and Business Management team, you will need to work well in a team environment, be able to represent the managers/group with professional courtesy and acumen, a…
Skills: Calendar management, Travel coordination, Expense processing, Microsoft Word, Microsoft Excel
Private Client Banker-Memorial and Asbury Branch-Houston, TX
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school, bachelor degree
Health care coverage, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Posted 4d ago
Apply by Aug 19
~40 hrs/week
Responsibilities
The Private Client Banker serves as the primary point of contact for affluent clients, managing their complete banking relationships and proactively generating growth. They collaborate with internal specialists to provide tailored financial advice and ensure all activities adhere to regulatory banking requirements.
Requirements
Candidates must have at least one year of branch banking or financial services experience with a proven track record in client acquisition and relationship management. The role requires obtaining necessary FINRA and state licenses, including SIE, Series 6/7, and Life licenses, within 180 days of hire.
Full job description
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. 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.
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 help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship 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 who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
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
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
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
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. 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, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Related keywords
Private Client BankerBranch BankingFinancial ServicesRelationship ManagementClient AcquisitionSIE ExamFINRA Series 6FINRA Series 7NMLSSAFE ActDodd FrankTruth in Lending ActRevenue GenerationBanking ComplianceInvestment AdviceMortgage Bankers
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development