JPMorgan Chase
Private Client Banker - SB, Havendale Rd Branch, Polk County, FL (New Build)
Orlando, FL · Full-time · Posted Oct 13, 2026
- Experience
- 1+ year; branch banking banker or equivalent financial services sales experience.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages affluent and other clients’ banking relationships at a Chase branch, recommending banking solutions, delivering client service, and developing new business.
What you'll do
- Manage client relationships using an advice-based approach and recommend suitable products and services.
- Deliver attentive service, explain Chase Private Client, and connect clients with digital banking tools and specialist teams.
- Acquire new clients through referrals and internal and external sources while following banking policies and regulatory requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a value-added, relationship-oriented approach.
- 1+ year of branch banking banker or equivalent financial services sales experience, with success in client acquisition, relationship growth, and revenue generation.
- High school degree, GED, or foreign equivalent; required SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
- Ability to meet risk and compliance obligations and work branch hours, including weekends and some evenings.
Nice to have
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Tools
Chase Mobile App, Chase.com, ATMs, SIE, FINRA Series 6, NMLS
Model-written summary · the original posting is authoritative