JPMorgan Chase
Private Client Banker - Almaden Expy Branch - San Jose, CA
San Jose, CA · Full-time · Posted Oct 14, 2026
- Experience
- 1+ year; equivalent financial services experience accepted.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships with affluent and other branch clients, offering advice, connecting them with specialists, and developing new client relationships.
What you'll do
- Manage clients’ banking relationships using an advice-based approach and recommend suitable products and services.
- Acquire new clients through referrals and internal and external sources, and help eligible clients understand Chase Private Client.
- Connect customers with specialists and set up self-service account access.
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, registrations, and Life licenses, or successful completion within 180 days of starting the role if not currently registered.
- High school degree, GED, or foreign equivalent; ability to work branch hours, including weekends and some evenings.
Nice to have
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Pay
USD $25.00-$32.69 base salary
Tools
NMLS
Model-written summary · the original posting is authoritative