Private Client Banker - Bayberry Town Center Branch (New Build) - Middletown, DE

Location: Middletown, DE, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase & Co., one of the world's leading financial institutions, we are seeking a dedicated Private Client Banker to join our new Bayberry Town Center Branch in Middletown, DE. As a Private Client Banker, you will be the trusted advisor for a select group of Chase Private Clients, delivering personalized banking, investment, and lending solutions. This role is pivotal in our commitment to helping clients achieve their financial goals in a dynamic, client-centric environment. You will leverage JPMorgan Chase's extensive resources to provide holistic wealth management, fostering long-term relationships that drive client satisfaction and business growth in this exciting new build location. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending tailored products such as J.P. Morgan investment strategies, home lending options, and deposit accounts, and collaborating with branch colleagues to ensure seamless service delivery. In the vibrant Middletown community, you will actively engage in local networking to expand our client base, while utilizing Chase's cutting-edge digital tools to enhance client experiences. Compliance and ethical standards are at the core of everything we do, and you will play a key role in upholding these as we launch this innovative branch designed to serve the evolving needs of Delaware families and professionals. We value professionals who thrive in a fast-paced, goal-oriented setting and are passionate about financial services. This position offers the opportunity to contribute to JPMorgan Chase's legacy of excellence while advancing your career in a supportive culture that emphasizes innovation, diversity, and inclusion. Join us to make a meaningful impact on clients' financial journeys in the heart of Middletown.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Prospect and acquire new high-value clients through branch referrals, networking, and community events in Middletown, DE
• Conduct comprehensive financial needs assessments to recommend tailored products like investment portfolios, mortgages, and credit solutions
• Collaborate with branch teams and specialists to deliver holistic wealth management services in the new Bayberry Town Center Branch
• Drive sales of Chase investment and lending products while ensuring compliance with regulatory standards
• Build and maintain long-term client relationships to achieve retention and growth targets
• Educate clients on digital banking tools and Chase's mobile platforms to enhance their experience
• Monitor market trends and economic conditions to provide proactive advice on portfolio adjustments
• Participate in branch events and contribute to the successful launch of the new build location
• Ensure all interactions adhere to JPMC's risk management and ethical guidelines

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6 and 66 (or 7 and 66) securities licenses, or willingness to obtain within 120 days of hire
• Valid Life, Accident, and Health insurance license, or ability to obtain within 120 days
• Strong understanding of financial products including investments, lending, and deposit solutions
• Proven track record of meeting sales targets and building client relationships
• Ability to work in a branch environment and travel locally as needed

Preferred Qualifications

• 3+ years of experience as a banker or financial advisor in a high-net-worth client segment
• Familiarity with Chase's wealth management platforms and tools
• Experience in a new branch opening or branch development projects
• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Bilingual skills, particularly in Spanish, to serve diverse client bases in Delaware

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Regulatory compliance (FINRA, SEC guidelines)
• Digital banking and CRM software proficiency
• Risk assessment and credit analysis
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organizational abilities
• Team collaboration in a branch setting
• Market trend analysis
• Customer service excellence
• Ethical judgment in financial advising
• Adaptability to new branch environments

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with company match up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for career growth
• Employee stock purchase plan and access to JPMC's financial wellness resources
• Health savings account (HSA) with employer contributions for eligible plans
• Discounts on JPMC products, travel perks, and wellness programs including gym reimbursements

JP Morgan Chase is an equal opportunity employer.