Private Client Banker - Texas Heritage (New Build) - Katy, TX
On-site · Houston, Texas, United States
Job Summary
Private Client Banker in Branch Banking at JPMorgan Chase in Houston, TX, serves a select group of affluent clients by managing their banking relationships with an advice-based approach, coordinating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, and helping clients access self-service options 24/7. The role requires building and maintaining client relationships, acquiring new clients through referrals and internal/external sources, and complying with regulatory requirements and internal policies. Key qualifications include a proven relationship-driven sales approach, 1+ year in branch banking or equivalent financial services experience, and required securities licenses and registrations (SIE, FINRA Series 6/7, state registrations) or completion within 180 days, plus a high school degree or foreign equivalent. The position emphasizes excellent communication, long-term career orientation, and the ability to work varied hours (including weekends and some evenings).
Required Qualifications
- High school degree, GED, or foreign equivalent
- 1+ year Branch Banking Banker or equivalent experience in financial services
- SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses or must be completed within 180 days
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
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