JPMorgan Chase
Private Client Banker - Lexington Ave and 86th St - New York, NY
New York, NY · Full-time · Posted Oct 26, 2026
- Experience
- 1+ year; required licenses and exams may be completed within 180 days of starting.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, provides tailored financial guidance, and connects customers with specialized experts and services.
What you'll do
- Manage client banking relationships through an advice-based approach and recommend suitable products and services.
- Acquire new clients through referrals and internal and external sources; grow client balances.
- Partner with financial specialists and help clients set up 24/7 self-service banking options.
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 registration (including 63 or 66 if required), and Life licenses, or successful completion within 180 days of starting.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings; comply with applicable banking policies and regulations.
Nice to have
- Excellent communication skills; experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation.
Pay
USD $25.00-$32.69 base salary
Tools
NMLS
Model-written summary · the original posting is authoritative