Private Client Banker - Lee's Summit-Hwy 291 Branch - Lee's Summit, MO

Location: Lees Summit, MO, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan 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 Lee's Summit-Hwy 291 Branch in Lee's Summit, MO, you will play a pivotal role in delivering exceptional wealth management and banking services to our elite Chase Private Client segment. This position is ideal for a seasoned professional passionate about helping high-net-worth individuals navigate their financial journeys. You will act as the trusted advisor, leveraging JP Morgan Chase's vast resources in banking, investments, and lending to craft customized solutions that align with clients' goals, whether it's retirement planning, estate strategies, or business financing. In this branch-centric role, you will thrive in a collaborative environment, working closely with our team to foster loyalty and drive sustainable growth in the local Missouri community. Your day-to-day responsibilities will center on building deep, enduring relationships with a select portfolio of clients, conducting in-depth financial consultations, and identifying opportunities to deepen their engagement with JP Morgan Chase's comprehensive suite of products. From recommending personalized investment portfolios through our J.P. Morgan Asset Management division to facilitating secure lending options via Chase Mortgage, you will ensure every interaction adds value and reinforces our commitment to client success. You will also contribute to branch objectives by sourcing new business through community networking in Lee's Summit, participating in client appreciation events, and collaborating with specialists to deliver holistic advice. Compliance and ethical standards are paramount, as you navigate regulatory landscapes to protect client interests while upholding JP Morgan Chase's reputation for integrity. We seek individuals who embody our core values of excellence, teamwork, and innovation. This role offers the chance to advance your career within one of the world's most admired financial institutions, with opportunities for promotion into senior advisory or leadership positions. Join us at the Lee's Summit-Hwy 291 Branch and be part of a team dedicated to empowering clients to achieve financial confidence in an ever-evolving landscape.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth Chase Private Clients, providing personalized financial advice and solutions
• Identify client needs and recommend appropriate banking, lending, investment, and wealth management products from JP Morgan Chase's offerings
• Build and maintain long-term relationships with clients through proactive outreach, regular check-ins, and tailored financial planning sessions
• Collaborate with branch teams, including tellers and specialists, to ensure seamless client experiences and cross-referral opportunities
• Drive branch growth by prospecting new clients within the Lee's Summit community and achieving sales goals for deposits, loans, and investments
• Conduct financial reviews and portfolio analyses to help clients achieve their goals, while ensuring compliance with regulatory standards
• Educate clients on digital banking tools, fraud prevention, and JP Morgan Chase's mobile and online platforms
• Monitor market trends and economic conditions to provide timely insights and adjust client strategies accordingly
• Participate in local networking events and community initiatives to enhance JP Morgan Chase's presence in Lee's Summit, MO
• Maintain accurate records of client interactions and transactions in compliance with internal audits and federal regulations

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 and in good standing with state and federal licensing requirements, including Series 6, Series 7, and Series 66 (or willingness to obtain within 120 days)
• Proven track record of meeting or exceeding sales and client service targets
• Strong understanding of banking products, investment solutions, and wealth management principles
• Ability to work in a fast-paced branch environment with flexible hours, including evenings and weekends
• Clean background check and compliance with JP Morgan Chase's ethical standards

Preferred Qualifications

• 3+ years of experience as a banker or advisor in a private banking or wealth management setting
• Existing certifications such as CFP (Certified Financial Planner) or equivalent
• Experience with JP Morgan Chase systems and tools, or similar enterprise banking platforms
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Lee's Summit area
• Demonstrated leadership in community involvement or client relationship building events

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, banking laws)
• Digital banking and CRM software proficiency (e.g., Chase systems)
• Risk assessment and credit analysis
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organizational abilities
• Empathy and active listening
• Team collaboration and leadership
• Market research and economic trend analysis
• Ethical judgment and integrity
• Adaptability to client needs and market changes

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 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 Chase's internal training academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities at select locations
• Discounts on JP Morgan Chase financial products and services for employees and family

JP Morgan Chase is an equal opportunity employer.