Private Client Banker- South Preston Royal- Dallas, TX
JPMorgan Chase - Dallas, TX

This job posting is no longer available on JPMorgan Chase. Find similar jobs: Private Client Banker jobs - JPMorgan Chase jobs

  • Private Client Banker- South Preston Royal- Dallas, TX


Job Description

The Private Client Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $500K in liquid/investable assets. As the main point of contact for the client, the Banker’s primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new affluent clients. A successful Banker will be expected to contribute to acquisition primarily by actively soliciting referrals from satisfied clients and developing internal and external referral sources..

The Banker is expected to facilitate efficient and accurate interactions between the client, lending and investing business partners. The Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact same book of business together.

Because the banker serves as the clients’ personal advocate at Chase, areas of focus will include (but are not limited to):

Actively managing the banking relationship and ensuring the client receives the best products, services and rates for his or her needs

Delivering an advice-based approach to product recommendations

Demonstrating a team-based approach to delivering our investment capabilities (in close partnership with Investment Advisor)

Banker will deepen relationships with clients by:
Consolidating deposit balances from other institutions

Working with internal business partners to cross-sell home equities, mortgage, etc.

In conjunction with a JPM Investment Advisor, identifying opportunities to bring new money into JPMorgan Investment Portfolio

Selling clients appropriate credit card

Working with Business Banking Relationship Managers for referrals

Ensuring client has all appropriate convenience products

Upon hire, the banker will be expected to spend significant time on client outreach by telephone to build their book of business.

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:



Minimum two years as a Personal Banker with proven sales success

Minimum of five years of experience in the financial services industry (preferred)

Series 6, 63, life licenses

Public Notary (can be obtained subsequent to hire)

Excellent telephone skills

Relationship-oriented approach to selling

Value-added, needs-based selling approach

Strong team orientation and is committed to being with the firm long-term

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.


Client Management

Primary Location

US-TX-Dallas-South Preston Royal / 53241





Job Type



Day Job

Employee Status


About this company
6,753 reviews
At JPMorgan Chase, the work we do matters. All of us are committed to putting our resources and our voices to work every day for our...