JPMorgan Chase
Private Client Banker - Oakbrook Station - Summerville, SC
Summerville, SC · Full-time · Posted Oct 6, 2026
- Experience
- 1+ year in Branch Banking as a Banker or equivalent financial services experience. Required licenses and exams 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, providing tailored advice, connecting clients with specialists, and acquiring new customers.
What you'll do
- Manage client banking relationships and recommend products and services suited to their needs.
- Acquire new clients through referrals and develop internal and external sources.
- Connect clients with specialists and support access to self-service banking options.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a value-added, relationship-oriented approach.
- 1+ year Branch Banking Banker or equivalent financial services experience, with success in client acquisition, relationship management, and revenue generation.
- Required securities exams, state registration, and Life licenses, or successful completion within 180 days of starting; NMLS registration under the SAFE Act is also required.
- 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 affluent-client relationships; strong team orientation.
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, 63, 66, Life licenses, NMLS
Model-written summary · the original posting is authoritative