JPMorgan Chase
Private Client Banker - (New Build) Platt Springs Crossing - Columbia, SC
Columbia, SC · Full-time · Posted Oct 9, 2026
- Experience
- 1+ year of Branch Banking Banker or equivalent financial services experience. Required securities exams, registrations, and Life 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, provides tailored financial advice, and connects customers with specialists and banking services.
What you'll do
- Manage and deepen client banking relationships through an advice-based approach and suitable products and services.
- Acquire new clients through referrals and internal and external sources; partner with specialists on customers’ financial needs.
- Promote self-service banking options and comply with banking policies, procedures, and regulatory requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships using a value-added, relationship-oriented approach.
- 1+ year of Branch Banking Banker or equivalent financial services experience, with success in client acquisition, relationship management, and revenue generation.
- High school degree, GED, or foreign equivalent; required securities exams, registrations, and Life licenses, or successful completion within 180 days of starting.
- Ability to work branch hours, including weekends and some evenings; compliance with Dodd Frank/Truth in Lending Act and SAFE Act/NMLS requirements.
Nice to have
- Excellent communication skills; college degree or military equivalent.
- Experience cultivating relationships with affluent clients; strong team orientation and commitment to a long-term career with the firm.
Tools
NMLS
Model-written summary · the original posting is authoritative