JPMorgan Chase
Private Client Banker - Hudson - Hudson, OH
Hudson, OH · Full-time · Posted Sep 10, 2026
- Experience
- 1+ year; equivalent financial-services experience accepted. Required exams, registration, and licenses may be completed within 180 days of starting.
- Education
- High school degree, GED, or foreign equivalent. College degree or military equivalent preferred.
About the job
Manages banking relationships for affluent and other branch clients, provides tailored financial guidance, and helps grow client relationships and balances.
What you'll do
- Manage client banking relationships using an advice-based approach and recommend suitable products and services.
- Connect clients with specialists for complex financial needs and help them set up 24/7 self-service options.
- Acquire new clients through referrals and internal and external sources while following banking policies and regulations.
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 experience in financial services, with success in client acquisition, relationship management, and revenue generation.
- Required securities exams, state registration, and Life licenses, or successful completion within 180 days of starting; NMLS registration is also required.
- High school degree, GED, or foreign equivalent; ability to work branch hours, including weekends and some evenings.
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
Securities Industry Essential (SIE), FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative