JPMorgan Chase
Private Client Banker - Punta Gorda - Punta Gorda, FL
Punta Gorda, FL · Full-time · Posted Oct 22, 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, providing tailored advice, connecting clients with specialists, and acquiring new customers.
What you'll do
- Manage client banking relationships with an advice-based approach and recommend suitable products and services.
- Acquire new clients through referrals and internal and external sources; coordinate with specialists for clients’ financial needs.
- Promote self-service banking options and comply with banking policies and regulatory requirements.
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.
- Required securities exams, registrations, and life licenses, or 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
- College degree or military equivalent; experience cultivating relationships with affluent clients.
- Excellent communication skills and strong team orientation.
Tools
NMLS
Model-written summary · the original posting is authoritative