Private Client Banker - 78th & Dodge Branch - Omaha, NE

Location: Omaha, NE, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus, serving millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients. As a Private Client Banker at our 78th & Dodge Branch in Omaha, NE, you will play a pivotal role in delivering exceptional wealth management services to a select group of high-value Chase Private Clients. You will act as their trusted advisor, combining deep knowledge of JPMorgan Chase's comprehensive suite of banking, lending, investment, and planning solutions to help clients navigate their financial journeys with confidence and clarity. In this client-centric role, you will build and nurture long-term relationships by conducting in-depth financial assessments, recommending tailored strategies, and leveraging JPMorgan's world-class research and tools to drive informed decisions. Whether assisting with retirement planning, estate strategies, or investment diversification, you will ensure every interaction aligns with our commitment to integrity, excellence, and personalized service. Collaboration is key; you will partner with branch colleagues, including mortgage specialists and investment advisors, to provide holistic support while adhering to the highest standards of compliance and risk management in the financial services industry. We value professionals who thrive in dynamic environments and are passionate about empowering clients to achieve their aspirations. This position offers the opportunity to contribute to JPMorgan Chase's legacy of leadership in private banking while growing your career in a supportive, inclusive culture. Join us in Omaha to make a meaningful impact on clients' financial futures and be part of a firm that sets the standard for excellence in global finance.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify client needs and recommend appropriate banking, lending, investment, and wealth management products from JPMorgan Chase
• Conduct comprehensive financial reviews and develop customized strategies to help clients achieve their goals
• Collaborate with branch teams, including bankers and advisors, to deliver seamless client experiences
• Drive business growth by prospecting new clients within the Omaha community and expanding existing relationships
• Ensure compliance with all JPMorgan Chase policies, federal regulations, and risk management protocols
• Educate clients on digital banking tools, security features, and market insights from JPMorgan's research
• Monitor portfolio performance and proactively address client concerns or opportunities
• Participate in community events and networking to enhance JPMorgan Chase's presence in Omaha
• Maintain accurate records of client interactions and transactions in compliance with banking standards

Required Qualifications

• Bachelor's degree in finance, business, or a related field, or equivalent work experience
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active and in good standing with state and federal licensing requirements, including Series 6, Series 63, and Life and Health Insurance licenses
• Proven track record of meeting or exceeding sales and client service targets
• Strong understanding of banking products, investment solutions, and wealth management principles
• Ability to build and maintain long-term client relationships in a high-net-worth environment
• Compliance with all regulatory standards set by the SEC, FINRA, and other financial authorities

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals or private banking clients at a major financial institution
• Familiarity with JPMorgan Chase's digital platforms and wealth management tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Omaha
• Previous leadership experience in branch operations or team mentoring

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products and risk assessment
• Regulatory compliance and ethical decision-making
• Proficiency in financial software like Bloomberg or JPMorgan's proprietary tools
• Excellent verbal and written communication
• Active listening and empathy for client needs
• Problem-solving and critical thinking
• Time management and organizational skills
• Digital literacy with CRM systems and online banking platforms
• Team collaboration and leadership
• Market research and economic trend analysis
• Discretion and confidentiality handling
• Adaptability to evolving financial regulations

Benefits

• Competitive base salary plus uncapped commission and performance-based incentives
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 5%
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JPMorgan Chase's internal training and tuition reimbursement
• Employee stock purchase plan and access to financial wellness programs
• Wellness benefits including gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible positions and commuter benefits for Omaha-based employees

JP Morgan Chase is an equal opportunity employer.