JPMorgan Chase
Private Client Banker - Howard and Swann - Tampa, FL
Tampa, FL · Full-time · Posted Oct 18, 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 if not currently registered.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch customers, advising on suitable products, growing client relationships, and connecting customers with specialized financial experts.
What you'll do
- Manage client banking relationships using an advice-based approach and identify suitable products and services.
- Acquire clients through referrals and internal and external sources; help eligible clients understand Chase Private Client.
- Partner with specialists, support self-service banking, and follow banking policies and regulatory requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a value-added, relationship-oriented approach.
- 1+ year 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 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 relationships with affluent clients; strong team orientation.
Tools
NMLS
Model-written summary · the original posting is authoritative