JPMorgan Chase
Private Client Banker- Chestnut Hill, MA
Chestnut Hill, MA · Full-time · Posted Sep 23, 2026
- Experience
- 1+ year in branch banking or equivalent financial services experience. Required licenses and exams may be completed within 180 days of starting.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch customers, offering tailored financial products and services and connecting clients with specialists.
What you'll do
- Manage and deepen client banking relationships through advice tailored to their needs.
- Acquire new clients through referrals and internal and external sources.
- Connect clients with financial specialists and help them set up self-service banking options.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a value-added, relationship-oriented approach.
- At least 1 year of branch banking banker or equivalent financial services experience, with success in client acquisition, relationship management, and revenue generation.
- Required securities exams, state registration, 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.
Pay
USD $25.00-$32.69 base salary
Tools
NMLS
Model-written summary · the original posting is authoritative