JPMorgan Chase
Private Client Banker - Anthem - Anthem, AZ
Anthem, AZ · Full-time · Posted Oct 26, 2026
- Experience
- 1+ year; equivalent experience in financial services is accepted.
- Education
- High school degree, GED, or foreign equivalent. College degree or military equivalent preferred.
About the job
Manages banking relationships for affluent and other branch clients, advising them on suitable products and services and connecting them with specialists.
What you'll do
- Manage client banking relationships using an advice-based approach and help grow balances and acquire new clients.
- Share Chase Private Client benefits and connect clients with specialists for financial needs.
- Set up self-service banking options and comply with banking policies and regulations.
What they ask for
- At least 1 year of Branch Banking Banker or equivalent financial services experience, including demonstrated success in client acquisition, relationship management, and revenue generation.
- Securities Industry Essential (SIE), FINRA Series 6/7, applicable state registrations, and Life licenses—or successful completion within 180 days of starting, if not already registered.
- High school degree, GED, or foreign equivalent.
- Meet Dodd Frank/Truth in Lending Act and SAFE Act/NMLS requirements; able 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.
Tools
NMLS
Model-written summary · the original posting is authoritative