JPMorgan Chase
Private Client Banker - (New Build) Burlington - Burlington, NC
Burlington, NC · Full-time · Posted Sep 8, 2026
- Experience
- 1+ year; Branch Banking Banker or equivalent experience in financial services.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, providing tailored advice, developing new business, and connecting clients with financial specialists.
What you'll do
- Manage clients’ banking relationships and recommend products and services suited to their needs.
- Acquire new clients through referrals and internal and external sources; deepen existing relationships.
- Partner with financial specialists, support self-service banking, and follow regulatory requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a value-added 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, if not already 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 with affluent clients and strong team orientation.
Tools
Securities Industry Essential (SIE), FINRA Series 6/7, 63 or 66, NMLS
Model-written summary · the original posting is authoritative