JPMorgan Chase
Private Client Banker - (New Build) Ogden Village - Wilmington, NC
Wilmington, NC · Full-time · Posted Sep 23, 2026
- Experience
- 1+ year of Branch Banking Banker or equivalent financial services experience.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent clients and other branch customers, providing tailored advice, connecting them with specialists, and helping grow client relationships and balances.
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 develop internal and external sources; partner with specialists on clients’ financial needs.
- Set up self-service banking options and comply with policies, procedures, and regulatory requirements.
What they ask for
- At least 1 year of Branch Banking Banker or equivalent financial services experience, with verifiable success in client acquisition, relationship management, and revenue generation.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- Required securities exams, registrations, and Life licenses, or successful completion within 180 days of starting, as applicable to the candidate’s current registrations.
- 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 cultivating relationships with affluent clients; strong team orientation.
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, 63, 66, NMLS
Model-written summary · the original posting is authoritative