Private Client Banker - Hickory Ridge Branch (New Build) - Lebanon, TN

Location: Lebanon, TN, 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 solutions. As a Private Client Banker at our new Hickory Ridge Branch in Lebanon, TN, you will play a pivotal role in delivering personalized service to a select group of Chase Private Clients and branch customers. This position combines relationship banking with wealth management expertise, allowing you to guide clients through complex financial decisions in a dynamic, client-focused environment. You will leverage JPMorgan Chase's vast resources, including access to J.P. Morgan's investment insights and Chase's digital platforms, to build trust and drive client satisfaction in the growing Lebanon community. Your day-to-day responsibilities will center on cultivating deep client relationships by understanding their unique needs and recommending tailored solutions from our suite of products, such as high-yield deposits, home lending, credit solutions, and investment advisory services. You will collaborate with branch colleagues, including mortgage specialists and investment advisors, to provide seamless, holistic advice. In this new build branch, you'll contribute to establishing a welcoming space that embodies JPMorgan Chase's values of integrity, innovation, and community engagement, while ensuring all interactions comply with federal regulations and internal policies. We seek motivated professionals passionate about financial services who thrive in a goal-oriented setting. Success in this role requires strong interpersonal skills, a results-driven mindset, and a dedication to ethical client service. Joining JPMorgan Chase means becoming part of a world-class team with opportunities for advancement, comprehensive training, and a supportive culture that values diversity and inclusion. If you are ready to make a meaningful impact on clients' financial journeys in Lebanon, TN, apply today to join our Private Client Banker team.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking and wealth management advice
• Identify client needs and recommend appropriate financial solutions, including checking, savings, mortgages, credit cards, and investment products
• Conduct financial planning discussions, including retirement, estate planning, and investment strategies tailored to individual client goals
• Build and maintain long-term relationships with clients through proactive outreach, follow-ups, and exceptional service delivery
• Collaborate with branch teams and specialists to deliver holistic financial solutions and resolve complex client inquiries
• Drive branch growth by prospecting for new Private Client relationships within the local community
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Monitor client portfolios and provide ongoing support for investment performance and adjustments
• Participate in branch events and community activities to enhance JPMorgan Chase's brand presence in Lebanon, TN
• Utilize digital tools and CRM systems to track client interactions and optimize service delivery

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6, 7, and 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Active and in good standing Notary certification, or ability to obtain
• Proven track record of meeting or exceeding sales and service goals in a banking environment
• Strong understanding of financial products including deposits, loans, investments, and wealth management
• Ability to work in a branch setting with flexible hours, including some evenings and weekends

Preferred Qualifications

• 3+ years of experience as a banker or financial advisor serving high-net-worth clients
• Certified Financial Planner (CFP) or similar professional certification
• Experience with JPMorgan Chase systems and processes
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Demonstrated leadership in community involvement or client relationship building

Required Skills

• Financial analysis and planning
• Investment product knowledge
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance (e.g., FINRA, SEC)
• Risk assessment and management
• Digital banking tools proficiency
• CRM software expertise (e.g., Salesforce)
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Team collaboration
• Adaptability to market changes
• Ethical judgment in financial advising

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching 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 performance-based bonuses
• Wellness programs including gym memberships, mental health support, and financial counseling
• Flexible work arrangements and commuter benefits for work-life balance
• Access to exclusive employee discounts and perks through JPMorgan Chase's partner network

JP Morgan Chase is an equal opportunity employer.