JPMorgan Chase
Private Client Banker - Lakeway Blvd and FM 620 - Austin, TX
Lakeway, TX · Full-time · Posted Oct 16, 2026
- Experience
- 1+ year; equivalent financial-services experience accepted.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, provides advice and product referrals, and develops new client relationships.
What you'll do
- Manage client banking relationships using an advice-based approach and connect clients with specialists for specific financial needs.
- Promote Chase Private Client to eligible customers and help clients set up self-service banking options.
- Acquire clients through referrals and other sources while following banking policies and regulatory requirements.
What they ask for
- At least 1 year of branch banking banker or equivalent financial-services experience, with success in client acquisition, relationship management, and revenue generation.
- Securities Industry Essentials (SIE), FINRA Series 6/7, applicable state registration (including 63 or 66 if required), and Life licenses, or completion within 180 days of starting if not currently registered.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings; compliance with Dodd Frank/Truth in Lending Act requirements.
Nice to have
- Excellent communication skills; experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation and commitment to a long-term career with the firm.
Tools
NMLS
Model-written summary · the original posting is authoritative