Private Client Banker - Empire Place Branch - Sioux Falls, SD

Location: Sioux Falls, SD, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a commitment to helping clients achieve their financial goals through innovative banking and wealth management solutions. As a Private Client Banker at our Empire Place Branch in Sioux Falls, SD, you will play a pivotal role in serving a select group of Chase Private Clients and branch customers. This position combines relationship management, financial advising, and sales expertise to deliver personalized experiences that build trust and loyalty. You will be the face of JPMorgan Chase in the local community, leveraging our extensive resources to provide holistic financial guidance in a dynamic retail banking environment. Your day-to-day responsibilities will include conducting in-depth financial consultations to uncover client needs and recommending a suite of products such as checking and savings accounts, credit solutions, mortgages, and investment options from JPMorgan's robust portfolio. You will collaborate with specialists in wealth management, lending, and investments to create customized strategies that align with clients' life stages and objectives. In the Sioux Falls market, you will focus on fostering relationships with high-net-worth individuals and families, while also supporting everyday banking needs for branch visitors. Success in this role requires a deep understanding of financial markets, regulatory compliance, and the ability to thrive in a goal-oriented setting where client satisfaction drives performance. JPMorgan Chase values integrity, innovation, and inclusion, offering a supportive culture with opportunities for career growth in the financial services industry. In this position, you will contribute to our mission of empowering clients in the heart of South Dakota, while benefiting from our global network and cutting-edge tools. If you are passionate about finance and excel at building meaningful connections, join our team to make a lasting impact on clients' financial journeys.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, investment, and advisory services
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, credit cards, mortgages, and investment products
• Build and maintain long-term relationships with high-net-worth individuals, families, and businesses in the Sioux Falls area
• Collaborate with branch teams and specialists to deliver holistic wealth management strategies aligned with JPMorgan Chase's offerings
• Drive business growth by identifying cross-selling opportunities and achieving sales targets for banking and investment products
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal JPMorgan Chase policies
• Educate clients on digital banking tools, market insights, and financial planning to enhance their experience
• Monitor client portfolios and provide proactive advice on economic trends affecting the financial services landscape
• Participate in community events in Sioux Falls to promote JPMorgan Chase's brand and expand client networks
• Maintain accurate records of client interactions and transactions using JPMorgan's CRM systems

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 Series 6 and 66 (or 7 and 66) securities licenses, or willingness to obtain within 120 days of hire
• Valid Life and Health Insurance license, or ability to obtain within 60 days of hire
• Proven track record in sales and relationship management within the financial services industry
• Strong understanding of banking products, investment solutions, and wealth management principles
• Ability to work in a fast-paced branch environment in Sioux Falls, SD

Preferred Qualifications

• 3+ years of experience as a banker or advisor in a private client or high-net-worth segment
• Familiarity with JPMorgan Chase's digital platforms and tools for client portfolio management
• Experience in the Midwest market, particularly South Dakota, with knowledge of local economic trends
• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Bilingual skills to serve diverse client bases in the Sioux Falls community

Required Skills

• Financial analysis and portfolio management
• Sales and negotiation techniques
• Client relationship building and retention
• Knowledge of investment products and securities
• Regulatory compliance in banking and finance
• Digital literacy with CRM and banking software
• Risk assessment and credit evaluation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management in a high-volume environment
• Empathy and customer service orientation
• Data analysis for financial planning
• Team collaboration and leadership
• Adaptability to market changes
• Ethical judgment in advisory roles

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for certifications like CFP or CFA
• Performance-based bonuses and incentive compensation tied to client satisfaction and sales goals
• Employee stock purchase plan and access to JPMorgan Chase's wealth management resources
• Wellness programs including gym memberships, mental health support, and financial counseling
• Relocation assistance for qualifying hires to the Sioux Falls, SD location

JP Morgan Chase is an equal opportunity employer.