JPMorgan Chase
Private Client Banker - (New Build) Lake Wylie - Lake Wylie, SC
Lake Wylie, SC · Full-time · Posted Oct 1, 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 clients and other branch customers, provides advice on financial products and services, and develops new client relationships.
What you'll do
- Manage client banking relationships using an advice-based approach and connect clients with specialists for their financial needs.
- Acquire new clients through referrals and internal and external sources; share Chase Private Client benefits and self-service options.
- Follow banking policies, procedures, 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 experience in financial services, including success in client acquisition, relationship management, and revenue generation.
- SIE, FINRA Series 6/7, applicable state registrations, and Life 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
- College degree or military equivalent; experience cultivating relationships with affluent clients.
- Excellent communication skills and strong team orientation.
Tools
SIE, FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative