JPMorgan Chase
Private Client Banker - Custer and Stacy - McKinney Tx.
McKinney, TX · Full-time · Posted Oct 5, 2026
- Experience
- 1+ year of 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, advising on products, connecting them with specialists, and acquiring new clients.
What you'll do
- Manage client banking relationships through advice-based service and identify suitable products and services.
- Acquire new clients through referrals and internal and external sources; deepen relationships and grow balances.
- Partner with specialists, promote self-service banking, and comply with banking policies and regulations.
What they ask for
- At least 1 year of Branch Banking Banker or equivalent financial services experience, with verifiable success in client acquisition, relationship management, and revenue generation.
- SIE, FINRA Series 6/7, applicable state registration (including 63 or 66 if required), and Life licenses; may be completed within 180 days of starting if not already registered.
- High school degree, GED, or foreign equivalent.
- Able to work branch hours, including weekends and some evenings; must meet Dodd Frank/Truth in Lending Act and SAFE Act/NMLS requirements.
Nice to have
- Excellent communication skills and experience cultivating relationships with affluent clients.
- 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