J

JP Morgan Chase

Runs a consumer bank and an investment bank

Private Client Banker

Full-Time
$25 - $32.69
Junior
Bachelor's
Manassas, VA, USA
In Person
Finance & BankingRetail & Commercial Banking

About the job

Requirements
  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
  • At least 1 year of branch banking banker or equivalent financial services sales experience, with proven success acquiring new clients, deepening relationships, and generating revenue.
  • Ability to create memorable client experiences and elevate the client experience.
  • Ability to communicate effectively in person and over the phone, tailoring product and service features and benefits to clients with differing needs.
  • Ability to resolve client issues quickly and effectively with attention to detail and provide a consistent client experience.
  • Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
  • High school degree, GED, or foreign equivalent.
  • Securities Industry Essentials exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire; study materials and support are provided.
  • Ability to work branch hours, including weekends and some evenings.
  • This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and fitness. A felony conviction within the last seven years disqualifies candidates.
  • NMLS registration under the SAFE Act of 2008 is required. Employees must register or update their existing registration after starting, and continued employment is contingent on compliance, including annual renewal and required updates.
Responsibilities
  • Represent Chase's brand and culture by delivering attentive hospitality and banking solutions to affluent and other branch clients.
  • Manage clients' complete banking relationships across the company and use a proactive, disciplined approach to grow balances.
  • Acquire new clients by soliciting referrals and developing internal and external referral sources.
  • Deliver attentive, friendly service and a welcoming environment, and share the value of Chase Private Client with eligible clients.
  • Manage assigned clients and their banking relationships using an advice-based approach to recommend products and services suited to their financial needs.
  • Communicate consultatively to understand clients, build trust, anticipate needs, and help address them.
  • Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures to consult with clients about banking solutions, and collaborate with or connect clients to specialists for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
  • Review and maintain accurate and consistent information for NMLS registration, updates, and renewals, including required registration immediately after the start date.
Desired Qualifications
  • A college degree or military equivalent.
  • Experience cultivating relationships with affluent clients.

About the company

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1799

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Simplify's Take

What believers are saying

  • Growth is broad-based: every JPMorgan division posted record revenue in the June 2026 quarter, and trading jumped 35%.
  • Stock grants gained value: shares rose 21% in three months, valuing JPMorgan at $965 billion in August 2026.
  • Tech teams are well funded: JPMorgan's nearly $20 billion yearly tech budget is the largest in banking.

What critics are saying

  • AI is shrinking some teams: Dimon said in July 2026 that AI cut up to 40% of certain roles.
  • Plan on five office days a week: JPMorgan ended hybrid schedules for all staff in early 2025.
  • It is fighting the president in court: Trump sued JPMorgan for $5 billion in January 2026 over his closed accounts.

What makes JP Morgan Chase unique

  • It ranks first in investment banking: JPMorgan earned 9.3% of global deal fees in the first half of 2026.
  • It trains future CEOs: 10 Fortune 500 chiefs were JPMorgan alumni in September 2025, fifth-most of any employer.
  • Its payments arm is a hidden giant: JPMorgan says it processes $12 trillion a day across 160-plus countries.

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Benefits

  • Health Insurance
  • Flexible Work Hours
  • Paid Sick Leave
  • Paid Holidays

Growth & Insights and Company News

6 month growth

-9%

1 year growth

-4%

2 year growth

-4%
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