JPMorgan Chase
Private Client Banker - Newtown Square Branch - Newtown Square, PA
Newtown Square, PA · Full-time · Posted Oct 2, 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 and other branch clients, provides advice on suitable products and services, and connects clients with specialized financial experts.
What you'll do
- Manage and deepen client banking relationships through an advice-based approach and generate growth in balances.
- Acquire new clients through referrals and internal and external sources; share the value of Chase Private Client with eligible clients.
- Partner with specialists, set up self-service banking options, and follow banking policies and regulatory requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a relationship-oriented approach.
- 1+ year of Branch Banking Banker or equivalent financial-services experience, with verifiable success in client acquisition, relationship management, and revenue generation.
- SIE, FINRA Series 6/7, applicable state registrations (including 63 or 66 if required), and Life licenses; if not currently registered, must successfully complete within 180 days of starting.
- High school degree, GED, or foreign equivalent; comply with Dodd Frank/Truth in Lending Act and SAFE Act/NMLS registration requirements; able 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 and commitment to a long-term career with the firm.
Tools
NMLS
Model-written summary · the original posting is authoritative