JPMorgan Chase
Private Client Banker - Greater Milwaukee Market - Mequon,WI
Mequon, WI · Full-time · Posted Oct 27, 2026
- Experience
- 1+ year; Branch Banking Banker or equivalent experience in financial services. Required securities exams, registrations, and licenses may be completed within 180 days of starting the role.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, providing tailored advice, connecting clients with specialists, and acquiring new customers.
What you'll do
- Manage and deepen client banking relationships through advice and suitable products and services.
- Acquire new clients through referrals and internal and external sources; connect customers with specialists for financial needs.
- Set up self-service banking options and comply with banking policies and regulatory requirements.
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 success in client acquisition, relationship management, and revenue generation.
- Required securities exams, registrations, and licenses, or successful completion within 180 days of starting the role, as stated in the posting.
- High school degree, GED, or foreign equivalent; ability to work branch hours, including weekends and some evenings.
Nice to have
- College degree or military equivalent; experience cultivating relationships with affluent clients.
- Excellent communication skills and strong team orientation.
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, 63, 66, Life licenses, NMLS
Model-written summary · the original posting is authoritative