Private Client Banker - Legacy and Coit - Plano, TX

Overview You have a passion for taking care of customers and employees, making them feel welcomed and valued. This role supports Chase's Customer Promise by providing education and advice tailored to financial needs. Responsibilities Serve as the main point of contact for a select group of Chase's affluent clients as well as other customers in the branch. Manage clients' banking relationships across the company with a proactive approach to grow balances. Aid in acquiring new clients by soliciting referrals and developing internal and external sources. Share the value of Chase Private Client with eligible clients and connect them to specialists for specialized needs. Help clients access self‑service options for 24/7 account accessibility and convenience. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills Proven track record using a value‑added, relationship‑based approach to acquire and deepen client relationships. 1+ year of Branch Banking experience or equivalent in financial services, with success in new client acquisition and revenue generation. Compliance with regulatory requirements including Dodd-Frank/Truth in Lending Act standards; appropriate licensing or successful completion within the required timeframe. High school degree, GED, or foreign equivalent. 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 and commitment to a long-term career with the firm. Regulatory and licensing This position requires compliance with regulatory qualification requirements for Loan Originators. Any employment offer is contingent on review of criminal history, credit report, and information available through licensing systems. Felony convictions within the last seven years may disqualify a candidate. Employment is contingent upon compliance with applicable laws and licensing requirements. Upon active employment, you may be required to register with the National Mortgage Licensing System and Registry (NMLS) and to maintain ongoing renewal and updates. Additional information about NMLS and licensing requirements can be found on the official NMLS site. Company information and benefits Chase is a leading financial services firm helping households and small businesses achieve their financial goals through a broad range of products. The company focuses on engaging, lifelong relationships with customers and supporting small businesses, nonprofits, and communities. We offer a competitive total rewards package including base salary, potential commission or incentive compensation, and a range of benefits such as health care, retirement savings, and programs to support employees. Details about total compensation and benefits are provided during the hiring process. Equal opportunity Chase is an equal opportunity employer. We value diversity and do not discriminate on the basis of protected characteristics. We provide reasonable accommodations for applicants and employees as appropriate. See our FAQ for information about accommodations. #J-18808-Ljbffr JPMorgan Chase