Private Client Banker - Akron Square - Akron, OH

Location: Akron, OH, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to helping our clients achieve their financial goals through innovative banking, investment, and advisory solutions. As a Private Client Banker at our Akron Square branch in Akron, OH, you will play a pivotal role in serving a select group of Chase Private Clients—our high-net-worth individuals seeking integrated wealth management. You will act as their trusted advisor, delivering personalized service that combines the convenience of everyday banking with sophisticated investment strategies, all while embodying JP Morgan Chase's values of excellence, integrity, and client-centric innovation. This position offers the opportunity to thrive in a dynamic branch environment, leveraging the firm's vast resources to build lasting relationships and drive meaningful financial outcomes for clients in the Akron community. Your day-to-day responsibilities will focus on understanding clients' unique financial landscapes, from liquidity needs and credit solutions to long-term wealth preservation and growth. You will conduct in-depth consultations to recommend JP Morgan Chase products such as premium checking accounts, customized lending options, and diversified investment portfolios managed by our world-class asset management teams. Collaborating closely with branch colleagues, investment specialists, and mortgage experts, you will ensure seamless delivery of holistic services while adhering to strict compliance standards. Success in this role requires a passion for financial advising, the ability to identify opportunities amid market volatility, and a proactive approach to client engagement, including hosting educational seminars on topics like retirement planning and sustainable investing. Joining JP Morgan Chase means becoming part of a prestigious institution with a rich history of leadership in the financial services industry. We invest in your professional growth through ongoing training, access to cutting-edge technology, and a supportive culture that values diversity and inclusion. In Akron, OH, you will contribute to our mission of powering the progress of communities while advancing your career in private banking. If you are a results-oriented professional with a commitment to exceptional client service, this role at the Akron Square branch offers unparalleled opportunities to make a tangible impact.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, lending, and investment advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, mortgages, and investment strategies
• Prospect and acquire new high-net-worth clients within the Akron Square branch and surrounding community
• Collaborate with branch teams and specialists to deliver holistic wealth management services aligned with JP Morgan Chase's offerings
• Monitor client portfolios, execute trades, and ensure compliance with regulatory standards such as FINRA and SEC guidelines
• Build and maintain long-term relationships through proactive outreach, financial planning sessions, and exceptional service
• Drive branch growth by achieving sales goals for investment products, credit solutions, and advisory services
• Educate clients on market trends, risk management, and JP Morgan's digital banking tools
• Ensure all interactions adhere to ethical standards and JP Morgan Chase's commitment to client privacy and security
• Participate in community events in Akron to enhance brand visibility and client acquisition

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2 years of experience in financial services, retail banking, or client advisory roles
• Active Series 6, Series 7, and Series 66 licenses, or willingness to obtain within 120 days of hire
• Strong understanding of investment products, wealth management principles, and banking regulations
• Proven track record of meeting sales targets and building client relationships
• Excellent communication and interpersonal skills with the ability to handle high-net-worth clients
• Ability to work in a fast-paced branch environment in Akron, OH

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with JP Morgan Chase products and services
• Previous role in private banking or wealth management for affluent clients
• Familiarity with local Akron market dynamics and community networking
• Bilingual proficiency in English and Spanish to serve diverse client bases

Required Skills

• Financial analysis and portfolio management
• Investment advisory and product knowledge
• Client relationship building and retention
• Sales and negotiation techniques
• Regulatory compliance (FINRA, SEC, OCC)
• Risk assessment and management
• Digital banking tools proficiency (e.g., Chase Mobile App, online platforms)
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organizational skills
• Presentation and public speaking
• Data analysis using financial software (e.g., Bloomberg, CRM systems)
• Team collaboration and leadership
• Adaptability to market changes
• Ethical judgment and integrity

Benefits

• Competitive base salary plus uncapped commission and performance-based incentives
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JP Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits for Akron-based employees

JP Morgan Chase is an equal opportunity employer.