JPMorgan Chase
Private Client Banker - Seven Hills Broadview - Seven Hills, OH
Seven Hills, OH · Full-time · Posted Oct 8, 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 clients and other branch customers, providing tailored advice, connecting them with specialists, and growing client relationships.
What you'll do
- Manage client banking relationships and recommend suitable products and services.
- Acquire clients through referrals and develop internal and external sources.
- Connect customers with specialists and support self-service banking while following regulatory requirements.
What they ask for
- At least 1 year of branch banking banker or equivalent financial services experience, with success in client acquisition, relationship management, and revenue generation.
- Securities Industry Essential (SIE), FINRA Series 6/7, applicable state registration, and Life licenses, or completion within 180 days of starting.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings; meet Dodd Frank/Truth in Lending Act and NMLS/SAFE Act requirements.
Nice to have
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Tools
NMLS
Model-written summary · the original posting is authoritative