JPMorgan Chase
Private Client Banker - West Palm Bay - Palm Bay , FL(New Build)
Palm Bay, FL · Full-time · Posted Oct 14, 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 advice, connecting them with specialists, and supporting client acquisition and growth.
What you'll do
- Manage client banking relationships using an advice-based approach and recommend suitable products and services.
- Acquire and deepen client relationships through referrals and internal and external sources; connect clients with specialists for financial needs.
- Set up self-service banking options and comply with policies, procedures, and regulatory requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a value-added, relationship-oriented approach.
- At least 1 year of Branch Banking Banker or equivalent financial services experience, with verifiable success in client acquisition, relationship management, and revenue generation.
- Required securities exams, registrations, and Life licenses, or successful completion within 180 days of starting, if not already 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.
- Excellent communication skills and strong team orientation.
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative