JPMorgan Chase
Private Client Banker - Plumstead Square Branch - Plumstead, PA
Doylestown, PA · Full-time · Posted Oct 1, 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 clients, offering tailored financial advice and connecting customers with specialists and services.
What you'll do
- Manage clients’ banking relationships and recommend suitable products and services.
- Share Chase Private Client offerings, acquire new clients through referrals, and connect customers with financial 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 using 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.
- 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; compliance with Dodd Frank/Truth in Lending Act requirements.
Nice to have
- Excellent communication skills and experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation.
Tools
NMLS
Model-written summary · the original posting is authoritative