JPMorgan Chase
Private Client Banker- 360 Mechanicsville- Richmond, VA
Mechanicsville, VA · Full-time · Posted Sep 1, 2026
- Experience
- 1+ year; Branch Banking Banker or equivalent experience in financial services.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships with affluent and other branch clients, provides tailored financial advice, and connects clients with specialists and convenient banking services.
What you'll do
- Manage client banking relationships using an advice-based approach and recommend suitable products and services.
- Acquire clients through referrals and develop internal and external sources; connect clients with financial specialists.
- Set up self-service account options and comply with banking policies and regulatory requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a value-added, relationship-oriented approach.
- 1+ year of Branch Banking Banker or equivalent financial services experience, with verifiable success in client acquisition, relationship management, and revenue generation.
- Required securities exams, state registrations, and Life licenses, or successful completion within 180 days of starting; NMLS registration under the SAFE Act is also required.
- High school degree, GED, or foreign equivalent; ability to work branch hours, including weekends and some evenings.
Nice to have
- Excellent communication skills; college degree or military equivalent.
- Experience cultivating relationships with affluent clients; strong team orientation.
Pay
$20.00-$27.88 USD base salary
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative