Job summary
Job post source
This job is directly from JPMorgan Chase
Job overview
The Private Client Banker at JPMorgan Chase manages banking relationships for affluent clients and branch customers, focusing on personalized financial advice and growth of client balances.
Responsibilities and impact
The role involves managing client relationships through advice-based banking, acquiring new clients via referrals, partnering with specialists for complex needs, promoting self-service options, and adhering to regulatory policies.
Compensation and benefits
The position offers a competitive base salary based on role, experience, and location, with potential commission and discretionary incentives, comprehensive health care, retirement plans, childcare backup, tuition reimbursement, and wellness programs.
Experience and skills
Candidates need 1+ year in branch banking or financial services with success in client acquisition and relationship management, must pass or hold relevant securities licenses within 180 days, and comply with regulatory requirements; preferred qualifications include excellent communication, a college degree or military equivalent, and experience with affluent clients.
Career development
JPMorgan Chase emphasizes long-term career commitment and offers opportunities for growth within its Consumer & Community Banking division, supporting professional development through diverse financial services roles.
Work environment and culture
The company values diversity and inclusion, fosters a welcoming environment, and supports employees with accommodations for religious practices and disabilities, promoting a culture of respect and customer focus.
Company information
JPMorgan Chase is a leading financial services firm serving nearly half of U.S. households with a broad range of banking and financial products, known for credit card sales leadership and strong digital solutions.
Team overview
The Consumer & Community Banking division provides a wide range of financial services including personal banking, credit cards, mortgages, and investment advice, focusing on customer satisfaction and innovative digital banking.
Job location and travel
The position is based in the Preston Center branch in Dallas, TX, requiring branch hours including weekends and some evenings.
Unique job features
The job requires compliance with Dodd Frank/Truth in Lending Act and NMLS registration under the SAFE Act, with a focus on regulatory adherence and financial responsibility as conditions of employment.
Company overview
JPMorgan Chase & Co. is a leading global financial services firm that provides a wide range of services including investment banking, financial services for consumers and businesses, financial transaction processing, asset management, and private equity. The company generates revenue through interest income, fees, and commissions from its diverse financial products and services. Founded in 2000 through the merger of J.P. Morgan & Co. and Chase Manhattan Corporation, it has a rich history of mergers and acquisitions that have shaped its current status as a financial powerhouse.
How to land this job
Tailor your resume to highlight your experience in relationship-oriented client management and new client acquisition within financial services, emphasizing your ability to deepen client relationships and generate revenue.
Focus on showcasing your knowledge of banking products, compliance with regulatory requirements such as Dodd Frank and the Truth in Lending Act, and any relevant licensing or certifications like SIE or Series 6/7.
Apply through multiple platforms including JPMorganChase’s official careers site and LinkedIn to maximize your application visibility for the Private Client Banker role.
Connect with current Private Client Bankers or team members in the Consumer & Community Banking division on LinkedIn; use ice breakers such as commenting on their recent posts about client success stories or asking about their experience with Chase’s customer-centric approach.
Optimize your resume for ATS by incorporating keywords from the job description such as 'relationship-oriented approach,' 'client acquisition,' 'compliance,' 'Securities Industry Essential,' and 'banking regulatory requirements' to ensure your resume passes initial screenings.
Utilize Jennie Johnson’s Power Apply feature to automate tailored applications across multiple channels, identify relevant LinkedIn connections for networking, and optimize your resume for ATS, allowing you to focus your energy on preparing for interviews and networking.
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