JPMorgan Chase
Private Client Banker - Chevy Chase - Lexington, KY
KY · Full-time · Posted Oct 2, 2026
- Experience
- 1+ year; branch banking banker or equivalent financial services experience.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, providing tailored advice, connecting them with specialists, and developing new client relationships.
What you'll do
- Manage client banking relationships and recommend products and services suited to their needs.
- Acquire new clients through referrals and internal and external sources, and partner with financial specialists.
- Help clients set up 24/7 self-service access and comply with banking policies and regulations.
What they ask for
- Demonstrated success acquiring and deepening client relationships using a 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 if not currently registered.
- 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 affluent-client relationships; strong team orientation and commitment to a long-term career with the firm.
Tools
NMLS
Model-written summary · the original posting is authoritative