Private Client Banker - SB Memorial Villages

Location: Houston, TX, United States

Job Family: Private Client Bankers

About the Role

At J.P. Morgan 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 SB Memorial Villages branch in Houston, TX, you will play a pivotal role in delivering the renowned Chase Private Client experience to high-net-worth individuals and families. This position involves being the dedicated advisor for a select group of clients, offering tailored banking solutions while also supporting walk-in customers at the branch. You will leverage J.P. Morgan's extensive resources to help clients achieve their financial goals, from everyday banking needs to sophisticated wealth management strategies, all while upholding our commitment to integrity and excellence in the competitive Houston financial market. Your day-to-day responsibilities will include conducting in-depth client consultations to understand their unique needs, recommending a suite of products like premium deposit accounts, home lending options, and access to J.P. Morgan investment advisors. You will proactively identify opportunities to deepen relationships, such as introducing clients to our wealth management services or coordinating with specialists for estate planning. In the vibrant Memorial Villages community, you will also contribute to branch initiatives, ensuring seamless service delivery and fostering a welcoming environment that reflects Chase's brand. Compliance and risk management are paramount, so you will adhere to all regulatory standards while using advanced tools to track client progress and performance metrics. We seek motivated professionals who thrive in a dynamic, client-centric environment and are passionate about the financial services industry. This role offers substantial growth potential within J.P. Morgan Chase, with opportunities to advance into senior advisory or leadership positions. Join us to make a meaningful impact on clients' financial journeys while benefiting from our world-class training, competitive rewards, and collaborative culture that values diversity and innovation.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Client customers, providing personalized banking and wealth management solutions
• Identify client needs and recommend appropriate financial products such as checking/savings accounts, mortgages, credit cards, and investment services
• Conduct financial planning discussions, including goal setting, risk assessment, and portfolio reviews in collaboration with J.P. Morgan Advisors
• Drive branch-based sales initiatives to grow client relationships and achieve performance targets
• Ensure compliance with all federal and state banking regulations, including KYC and AML protocols
• Collaborate with branch teams to deliver exceptional service and resolve complex client inquiries
• Monitor client portfolios for opportunities to deepen relationships and cross-sell J.P. Morgan products
• Participate in community events in the Memorial Villages area to enhance Chase's local presence
• Maintain accurate records of client interactions and transactions using Chase's CRM systems
• Stay updated on industry trends and J.P. Morgan product enhancements to provide informed advice

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2 years of experience in retail banking, wealth management, or financial services
• Active Series 6 and 63 licenses, or willingness to obtain within 120 days of hire
• Proven track record of meeting sales and client service goals in a banking environment
• Strong understanding of financial products including deposits, loans, and investment options
• Ability to build and maintain relationships with high-net-worth individuals
• Compliance with all regulatory requirements and internal policies

Preferred Qualifications

• Advanced degree or certifications such as CFP (Certified Financial Planner)
• Experience working with Chase Private Client or similar premium banking programs
• Bilingual proficiency in English and Spanish, given the Houston market
• Previous leadership experience in branch or client-facing roles
• Knowledge of local Houston financial regulations and market trends

Required Skills

• Financial analysis and product knowledge
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance expertise
• CRM software proficiency (e.g., Salesforce or Chase systems)
• Risk assessment and management
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Team collaboration and leadership
• Customer service orientation
• Analytical thinking for financial planning
• Adaptability to market changes
• Discretion and ethical judgment
• Digital banking tools familiarity

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 5%
• Paid time off including vacation, sick days, and 15+ paid holidays annually
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers or gym reimbursements at select locations
• Parental leave benefits and family support programs

JP Morgan Chase is an equal opportunity employer.