Private Client Banker - Mitchell Ranch on Little Rd - Trinity, FL

Location: Trinity, FL, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Private Client Banker to join our team at the Mitchell Ranch on Little Rd branch in Trinity, FL. As a Private Client Banker, you will be the trusted advisor for a select group of Chase Private Clients, delivering tailored financial solutions that align with their unique goals. This role combines the excitement of relationship banking with the sophistication of wealth management, where you will leverage JPMorgan Chase's extensive resources to help clients navigate investments, lending, and everyday banking needs. In this client-centric position, you will foster long-term partnerships, drive business growth, and contribute to the success of our premier branch in the vibrant Trinity community. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending products like Chase Sapphire banking, mortgages, and J.P. Morgan investment strategies, and ensuring all interactions comply with industry regulations. You will collaborate with branch colleagues, including advisors and specialists, to provide holistic support, while actively pursuing opportunities to expand your client portfolio through proactive outreach and local networking. Success in this role requires a passion for financial services, the ability to thrive in a fast-paced environment, and a commitment to upholding JPMorgan Chase's standards of integrity and excellence. JPMorgan Chase offers unparalleled opportunities for professional growth in the financial services industry, with access to cutting-edge tools, ongoing training, and a supportive culture that values innovation and inclusion. If you are a motivated professional with a knack for building meaningful client relationships and a desire to make a difference in the lives of high-net-worth individuals, this position at our Trinity, FL location is an ideal fit. Join us to advance your career while helping clients achieve their financial aspirations.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify client needs and recommend appropriate banking, lending, investment, and wealth management products from JPMorgan Chase
• Conduct financial planning discussions, including goal setting, risk assessment, and portfolio reviews
• Drive branch-based sales and referrals for deposit, credit, and investment products to meet individual and team targets
• Collaborate with branch teams, specialists, and advisors to deliver seamless client experiences
• Ensure compliance with all federal and state regulations, including KYC, AML, and securities laws
• Proactively engage with clients through in-branch, virtual, and community outreach activities in the Trinity, FL area
• Monitor client portfolios and market conditions to provide timely updates and adjustments
• Resolve complex client inquiries and escalations while maintaining high service standards
• Contribute to branch growth by networking in the local community, such as Mitchell Ranch on Little Rd

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, loans, investments, and wealth management services
• Ability to build and maintain long-term client relationships in a high-net-worth environment
• Compliance with all regulatory requirements and JPMorgan Chase policies

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals or private banking clients
• Familiarity with JPMorgan Chase's digital banking platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Florida
• Previous leadership experience in branch or team settings

Required Skills

• Financial analysis and planning
• Client relationship management
• Sales and negotiation techniques
• Knowledge of investment products and markets
• Regulatory compliance (e.g., FINRA, SEC)
• Digital banking tools proficiency
• Risk assessment and management
• Communication and presentation skills
• Problem-solving and decision-making
• Team collaboration and leadership
• Customer service excellence
• Data analysis using financial software
• Time management and organization
• 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 compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for certifications and advancement
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships, mental health support, and financial wellness resources
• Flexible work arrangements and hybrid options where applicable
• JPMorgan Chase Foundation volunteer opportunities and community involvement incentives

JP Morgan Chase is an equal opportunity employer.