JPMorgan Chase
Private Client Banker - Geauga Lake - Aurora, OH
Aurora, OH · Full-time · Posted Sep 4, 2026
- Experience
- 1+ year; Branch Banking Banker or equivalent experience in financial services.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, providing advice, connecting them with specialists, and helping grow client balances.
What you'll do
- Manage client banking relationships using an advice-based approach and recommend suitable products and services.
- Share Chase Private Client offerings, solicit referrals, and connect customers with financial specialists and self-service banking options.
- Follow banking policies, procedures, and regulatory requirements.
What they ask for
- At least 1 year of Branch Banking Banker or equivalent financial-services experience, with success in client acquisition, relationship management, and revenue generation.
- SIE, FINRA Series 6/7, applicable state registrations (including Series 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.
- Ability to work branch hours, including weekends and some evenings; comply with 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