JPMorgan Chase
Private Client Banker - Newcastle Branch - Newcastle, WA (Mandarin and English Bilingual Preferred)
Newcastle, WA · Full-time · Posted Oct 15, 2026
- Experience
- 1+ year; equivalent experience in financial services is accepted. Required 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 clients, providing tailored financial advice, connecting clients with specialists, and acquiring new customers.
What you'll do
- Manage and deepen 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; connect clients with specialists for financial needs.
- Promote self-service banking options and comply with banking policies, procedures, and regulations.
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.
- Securities Industry Essential (SIE), FINRA Series 6/7, applicable state registrations (including 63 or 66 if required), and Life licenses; may be completed 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.
- Mandarin and English bilingual; excellent communication skills and strong team orientation.
Pay
USD $25.00-$32.69 base salary
Tools
Securities Industry Essential (SIE), FINRA Series 6/7, 63, 66, Life licenses, NMLS
Model-written summary · the original posting is authoritative