Private Client Banker - Beltline and 6th Branch (New Build) - Decatur, AL

Location: Decatur, AL, 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. As a Private Client Banker at our new Beltline and 6th Branch in Decatur, AL, you will play a pivotal role in delivering exceptional wealth management services to a select group of high-net-worth Chase Private Clients. This position combines the excitement of a new branch build with the opportunity to build lasting relationships in the local community. You will act as the trusted advisor, guiding clients through personalized banking solutions, investment strategies, and lending options to help them navigate their financial journeys with confidence. Your day-to-day responsibilities will include engaging with clients to understand their unique needs, recommending appropriate products from JPMorgan Chase's robust portfolio—such as premium deposit accounts, brokerage services, and customized lending—and ensuring seamless integration of digital and in-person experiences. You will collaborate with branch colleagues, including relationship managers and specialists, to provide holistic support while driving sales growth through proactive outreach and community involvement. Compliance and risk management are paramount, so you will adhere to all regulatory standards to protect both clients and the firm. We value professionals who thrive in a dynamic environment and are passionate about financial empowerment. This role offers the chance to contribute to JPMorgan Chase's mission of enabling economic opportunity while advancing your career in a supportive, high-performing team. Join us in Decatur to make a meaningful impact on clients' lives and the growth of our new branch.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, investment, and lending advice
• Identify client needs and recommend tailored financial solutions, including checking, savings, mortgages, and investment products
• Conduct financial planning discussions to help clients achieve their goals, leveraging JPMorgan Chase's comprehensive wealth management services
• Prospect and acquire new high-value clients within the Decatur, AL community through branch interactions and networking
• Collaborate with branch teams and specialists to deliver seamless service and resolve complex client inquiries
• Monitor client portfolios and provide ongoing support to ensure satisfaction and retention
• Ensure all activities comply with federal and state regulations, including anti-money laundering (AML) and know-your-customer (KYC) protocols
• Drive branch performance by participating in sales initiatives and community events at the new Beltline and 6th Branch
• Utilize digital tools and CRM systems to track client interactions and opportunities

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 and in good standing with state banking and/or securities licenses (Series 6/63/65 or 7/66 as required)
• Proven track record of meeting or exceeding sales and service goals in a banking environment
• Strong understanding of financial products including deposits, investments, and lending solutions
• Ability to build and maintain long-term relationships with high-net-worth clients
• Compliance with all regulatory requirements and JPMorgan Chase policies

Preferred Qualifications

• 3+ years of experience as a Private Banker or in wealth management
• Certified Financial Planner (CFP) or similar professional certification
• Experience with JPMorgan Chase systems and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases
• Advanced knowledge of credit analysis and portfolio management

Required Skills

• Financial product knowledge
• Client relationship management
• Sales and negotiation techniques
• Investment advisory expertise
• Credit assessment and risk management
• Regulatory compliance awareness
• CRM software proficiency (e.g., Salesforce)
• Analytical and problem-solving abilities
• Communication and presentation skills
• Time management and organization
• Team collaboration
• Customer service orientation
• Digital banking tools familiarity
• Networking and prospecting
• Ethical decision-making

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and certifications
• Performance-based annual bonuses and incentive compensation
• Employee stock purchase plan and access to financial wellness programs
• On-site fitness facilities and wellness initiatives at select locations
• Parental leave and family support benefits

JP Morgan Chase is an equal opportunity employer.