JPMorgan Chase
Private Client Banker - Boca Raton Town Center - Boca Raton, FL
Boca Raton, FL · Full-time · Posted Oct 6, 2026
- Experience
- 1+ year; equivalent experience in financial services is accepted.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, provides advice on suitable products and services, and connects clients with specialists.
What you'll do
- Manage client banking relationships using an advice-based approach and share relevant Chase Private Client offerings.
- Partner with financial specialists and help clients access self-service banking options.
- Follow policies, procedures, and regulatory banking requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a relationship-oriented approach.
- 1+ year of Branch Banking Banker or equivalent financial-services experience, with success in client acquisition, relationship management, and revenue generation.
- High school degree, GED, or foreign equivalent; comply with Dodd Frank/Truth in Lending Act and SAFE Act/NMLS registration requirements.
- Complete required SIE, FINRA Series 6/7, applicable state registration, and Life licenses within 180 days of starting if not already registered; work branch hours, including weekends and some evenings.
Nice to have
- Excellent communication skills and experience cultivating affluent-client relationships.
- 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