JPMorgan Chase
Private Client Banker - (New Build) Zelda Rd - Montgomery, AL
Montgomery, AL · Full-time · Posted Oct 14, 2026
- Experience
- 1+ year; equivalent experience in financial services is accepted. Required registrations and licenses may be completed within 180 days of starting if not currently registered.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch customers, providing tailored financial advice, connecting clients with specialists, and acquiring new clients.
What you'll do
- Manage and deepen customer banking relationships through an advice-based approach and suitable products and services.
- Share Chase Private Client benefits, set up self-service banking options, and connect customers with financial specialists.
- Acquire new clients through referrals and internal and external sources while following banking policies and regulatory requirements.
What they ask for
- At least 1 year of Branch Banking Banker or equivalent financial services experience, with demonstrated success in client acquisition, relationship management, and revenue generation.
- Securities Industry Essential (SIE) exam, FINRA Series 6/7, applicable state registration (including 63 or 66 if required), and Life licenses—or 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; compliance with Dodd Frank/Truth in Lending Act and SAFE Act NMLS registration 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