JPMorgan Chase
Private Client Banker - Willo Plaza - Willoughby, OH
Willoughby, OH · Full-time · Posted Oct 29, 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 tailored advice, connecting clients with specialists, and growing client relationships.
What you'll do
- Manage client banking relationships and recommend suitable products and services.
- Acquire new clients through referrals and internal and external sources.
- Connect clients with specialists and help them use self-service banking options.
What they ask for
- Demonstrated success acquiring and deepening client relationships using a relationship-oriented approach.
- 1+ year of Branch Banking Banker or equivalent financial services experience, with success in acquisition, relationship management, and revenue generation.
- Required securities exams, registrations, 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; compliance with Dodd Frank/Truth in Lending Act requirements; ability to work branch hours, including weekends and some evenings.
Nice to have
- Excellent communication skills; experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation and commitment to a long-term career with the firm.
Tools
NMLS
Model-written summary · the original posting is authoritative