Private Client Banker - Hickory Creek and Swisher - Hickory Creek, TX

Location: Hickory Creek, TX, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As a Private Client Banker in our Hickory Creek and Swisher branches in Hickory Creek, TX, you will play a pivotal role in delivering exceptional banking experiences to our elite Chase Private Client segment. This position involves serving as the dedicated advisor for a select group of high-net-worth individuals and families, helping them navigate complex financial landscapes with personalized solutions drawn from our comprehensive offerings in deposits, lending, investments, and wealth management. You will embody JPMorgan Chase's commitment to integrity, excellence, and client-centric service, fostering long-term relationships that drive loyalty and growth in the competitive Texas market. Your day-to-day responsibilities will center on holistic financial advisory, where you assess client needs, recommend tailored products like J.P. Morgan investment strategies or Chase Sapphire banking privileges, and ensure seamless integration of services across our digital and in-branch platforms. Collaborating with a team of specialists, you will identify opportunities to expand client portfolios while maintaining the highest standards of compliance and risk management. In this branch-based role, you will also engage in proactive outreach, community involvement, and sales initiatives to attract new Private Clients, contributing to the overall success of our North Texas operations. We value professionals who thrive in dynamic environments and are passionate about empowering clients to achieve their financial aspirations. Joining JPMorgan Chase means access to world-class resources, ongoing training in financial technologies, and a supportive culture that rewards performance. If you are a results-oriented banker with a knack for building trust and delivering value, this opportunity in Hickory Creek offers a platform to advance your career within one of the world's most admired financial institutions.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking and investment advice
• Develop and deepen client relationships by identifying opportunities for holistic financial planning, including deposits, loans, and investment products
• Conduct financial needs assessments and recommend tailored solutions from JPMorgan Chase's suite of wealth management services
• Collaborate with branch teams and specialists to deliver seamless client experiences across Hickory Creek and Swisher locations
• Drive business growth by prospecting new clients within the community and achieving sales targets for banking and advisory services
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Educate clients on digital banking tools and JPMorgan Chase mobile platforms to enhance self-service capabilities
• Monitor client portfolios and provide proactive advice on market trends and economic updates relevant to their financial goals
• Participate in community events to build JPMorgan Chase's brand presence in the Hickory Creek area
• Maintain accurate records of client interactions and transactions using Chase's CRM systems

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active and in good standing with state banking and/or securities license requirements
• Series 6, 7, and 66 (or equivalent) securities licenses preferred, or willingness to obtain
• Proven track record of meeting or exceeding sales and client service goals
• Strong understanding of financial products including deposits, loans, investments, and wealth management
• Ability to work in a branch environment and travel between Hickory Creek and Swisher locations as needed

Preferred Qualifications

• 3+ years of experience as a banker or advisor in a private banking or wealth management setting
• Certified Financial Planner (CFP) or similar professional certification
• Experience with JPMorgan Chase systems and client relationship management tools
• Bilingual proficiency in English and Spanish to serve diverse client base in Texas
• Advanced knowledge of credit analysis and risk management in retail banking

Required Skills

• Client relationship management
• Financial planning and advisory
• Sales and business development
• Knowledge of banking regulations (e.g., FDIC, SEC)
• Investment product expertise (e.g., mutual funds, annuities)
• Credit assessment and lending principles
• Digital banking and CRM software proficiency
• Communication and presentation skills
• Analytical thinking for financial data review
• Problem-solving in client scenarios
• Team collaboration in branch settings
• Time management for portfolio oversight
• Ethical decision-making and compliance adherence
• Community engagement and networking
• Adaptability to market changes and client needs

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications in finance
• Employee stock purchase plan and performance-based annual bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid options where applicable
• Access to exclusive JPMorgan Chase employee perks, such as discounted financial products

JP Morgan Chase is an equal opportunity employer.