JPMorgan Chase
Private Client Banker - Sherman - Sherman, Tx.
Sherman, TX · Full-time · Posted Sep 23, 2026
- Experience
- 1+ year; equivalent experience in financial services is accepted.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, provides tailored financial advice, and connects customers with specialists and banking services.
What you'll do
- Manage client banking relationships and recommend products and services suited to their needs.
- Acquire clients through referrals and develop internal and external sources.
- Connect customers with specialists and self-service banking options while following regulatory requirements.
What they ask for
- At least 1 year of branch banking banker or equivalent financial services experience, including success in client acquisition, relationship management, and revenue generation.
- SIE exam, FINRA Series 6/7, applicable state registrations, and Life licenses, or successful completion within 180 days of starting if not currently registered.
- 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.
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative