JPMorgan Chase
Private Client Banker - Sunset and Old Coachman - Clearwater, FL
Clearwater, FL · Full-time · Posted Oct 26, 2026
- Experience
- 1+ year; branch banking or equivalent financial-services experience.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch customers, providing tailored advice, connecting clients with specialists, and developing new business.
What you'll do
- Manage and deepen clients’ banking relationships through advice and suitable products and services.
- Acquire new clients through referrals and internal and external sources; connect customers with financial specialists.
- Promote self-service banking options and comply with 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 or equivalent financial-services experience, including 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; ability to work branch hours, including weekends and some evenings.
Nice to have
- Excellent communication skills and experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation.
Tools
Securities Industry Essential (SIE), FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative