Private Client Banker (New Build) - Georgia Northeast - Bethlehem, GA

Location: Bethlehem, GA, United States

Job Family: Private Client Bankers

About the Role

At J.P. Morgan Chase, we are building the future of banking in Northeast Georgia with an exciting new branch in Bethlehem, GA. As a Private Client Banker, you will play a pivotal role in this expansion, serving as the trusted advisor for a select group of Chase Private Clients—high-net-worth individuals seeking integrated banking, lending, and investment solutions. In this client-centric role, you will foster long-term relationships by delivering personalized financial guidance, leveraging J.P. Morgan's world-class resources to help clients navigate their wealth management needs in a dynamic economic landscape. This position offers the opportunity to contribute to the ground-up development of a state-of-the-art branch, combining your passion for finance with community impact in the growing Bethlehem area. Your day-to-day responsibilities will focus on holistic client service, from conducting in-depth financial planning discussions to recommending bespoke products like premium checking accounts, jumbo mortgages, and diversified investment portfolios. You will collaborate with J.P. Morgan specialists, including wealth advisors and mortgage experts, to create seamless experiences that align with clients' goals, whether it's retirement planning, estate strategies, or business financing. In the context of our new build initiative, you will also engage in local networking to attract new clients, host educational events on topics like market trends and sustainable investing, and ensure the branch embodies Chase's commitment to innovation and excellence. Compliance and ethical standards are paramount, as you uphold J.P. Morgan's rigorous policies in all interactions. Joining J.P. Morgan Chase means becoming part of a global leader in financial services, with access to cutting-edge tools, continuous training, and a supportive culture that values diversity and inclusion. This role is ideal for driven professionals who thrive in a collaborative environment and are eager to grow their career while making a tangible difference in clients' lives. If you are licensed, client-focused, and ready to shape the future of private banking in Georgia, apply today to be at the forefront of our Bethlehem expansion.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth Chase Private Clients, providing personalized banking, lending, and investment advice
• Identify and pursue new business opportunities within the local community in Bethlehem, GA, and surrounding Northeast Georgia areas
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, mortgages, and investment products
• Collaborate with branch teams and specialists to deliver seamless client experiences and resolve complex inquiries
• Drive client engagement through proactive outreach, financial education seminars, and relationship-building events
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Monitor portfolio performance and provide ongoing support to help clients achieve their financial goals
• Contribute to the successful launch and operation of the new build branch in Bethlehem, GA, by participating in setup and team training
• Utilize Chase's technology tools to enhance client interactions and streamline service delivery
• Meet or exceed individual and branch sales goals while maintaining high client satisfaction scores

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 Series 6, 7, and 66 (or equivalent) licenses, or willingness to obtain within 120 days
• Strong understanding of banking products, investment solutions, and wealth management principles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Excellent communication and interpersonal skills with the ability to handle sensitive client information
• Ability to work in a fast-paced branch environment and meet sales and service targets

Preferred Qualifications

• Experience as a Private Banker or in wealth management at a major financial institution
• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Familiarity with Chase's digital banking platforms and CRM systems
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Georgia
• Prior success in new branch openings or market expansion initiatives

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and consultative selling techniques
• Knowledge of investment products and securities
• Regulatory compliance and risk management
• Digital banking and CRM software proficiency
• Active listening and empathy
• Problem-solving and decision-making
• Time management and prioritization
• Presentation and public speaking
• Data analysis for client needs assessment
• Team collaboration and leadership
• Adaptability to new environments
• Ethical judgment in financial advising
• Multitasking in a dynamic branch setting

Benefits

• Competitive base salary with performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's learning programs and certifications
• Employee stock purchase plan and financial wellness resources
• Access to exclusive Chase employee perks, such as discounted banking services and travel benefits
• Relocation assistance for the new build location in Bethlehem, GA

JP Morgan Chase is an equal opportunity employer.