JPMorgan Chase
Private Client Banker - Peninsula Market - Millbrae, CA
Millbrae, CA · Full-time · Posted Oct 20, 2026
- Experience
- 1+ year; Branch Banking Banker or equivalent financial services experience.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch customers, providing advice, connecting clients with specialists, and acquiring new clients.
What you'll do
- Manage clients’ banking relationships and recommend products and services suited to their needs.
- Acquire new clients through referrals and internal and external sources; connect customers with financial specialists.
- Help clients set up self-service banking options and comply with banking policies and regulations.
What they ask for
- Demonstrated success acquiring and deepening client relationships using a relationship-oriented approach.
- 1+ year of Branch Banking Banker or equivalent financial services experience, including client acquisition, relationship management, and revenue generation.
- SIE, FINRA Series 6/7, required state registrations (including 63 or 66 if required), and Life licenses; may be completed within 180 days of starting if not already registered.
- 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 with affluent clients; strong team orientation.
Pay
$25.00-$32.69 USD base salary
Tools
SIE, FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative