JPMorgan Chase
Private Client Banker - Montana and 7th - Santa Monica, CA
Santa Monica, CA · Full-time · Posted Oct 26, 2026
- Experience
- 1+ year; required licenses 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, providing financial guidance, connecting clients with specialists, and developing new business.
What you'll do
- Manage client banking relationships using an advice-based approach and recommend suitable products and services.
- Acquire clients through referrals and internal and external sources; partner with specialists to address clients’ financial needs.
- Help clients use self-service banking options and follow banking policies and regulatory requirements.
What they ask for
- At least 1 year of Branch Banking Banker or equivalent financial services experience, including success in client acquisition, relationship management, and revenue generation.
- SIE, FINRA Series 6/7, applicable state registration (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 applicable banking and loan-originator requirements.
Nice to have
- Excellent communication skills and experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation.
Pay
USD $22.50-$32.69 base salary
Tools
NMLS
Model-written summary · the original posting is authoritative