Private Client Banker - (New build) - Waterloo Crossroads District Branch - Waterloo, IA

Location: Waterloo, IA, 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 in our new build Waterloo Crossroads District Branch in Waterloo, IA, you will play a pivotal role in delivering the renowned Chase Private Client experience to high-value individuals and families. This position is ideal for a driven professional passionate about helping clients achieve their financial goals through personalized banking, investment advice, and lending solutions. You will manage a select portfolio of clients, acting as their trusted advisor in a dynamic branch environment designed to foster growth and community engagement in the Waterloo area. Your day-to-day responsibilities will include conducting in-depth financial consultations to uncover client needs, recommending a suite of JP Morgan Chase products such as premium checking accounts, wealth management strategies, and home lending options. You will collaborate with branch colleagues to ensure seamless service delivery, while driving revenue through proactive sales initiatives and cross-selling opportunities. Compliance is paramount; you will uphold the highest standards of regulatory adherence, including FINRA and SEC guidelines, to protect both clients and the firm. This role offers the chance to leverage cutting-edge digital tools and participate in local outreach to build lasting relationships in the Iowa market. We value professionals who thrive in a client-centric culture and are committed to excellence. Joining JP Morgan Chase means access to world-class training, career advancement, and a supportive team dedicated to your success. If you have a proven track record in financial services and a passion for empowering clients' financial futures, this opportunity in our state-of-the-art Waterloo branch will allow you to make a meaningful impact while advancing your career in one of the industry's most prestigious organizations.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, investment, and lending solutions
• Conduct comprehensive financial needs assessments to recommend tailored products like checking/savings accounts, mortgages, credit cards, and investment strategies
• Build and maintain long-term relationships with clients through proactive outreach, regular reviews, and exceptional service in the Waterloo Crossroads District Branch
• Collaborate with branch teams, including bankers and advisors, to deliver seamless holistic wealth management experiences
• Drive business growth by identifying cross-selling opportunities and achieving sales goals for deposits, loans, and investment products
• Ensure compliance with all federal and state regulations, including KYC, AML, and securities laws, while mitigating risks
• Educate clients on digital tools, fraud prevention, and financial literacy to enhance their banking experience
• Participate in community events in Waterloo, IA, to promote JP Morgan Chase's brand and attract new private clients
• Monitor market trends and provide insights to clients on investment opportunities aligned with their goals
• Maintain accurate records of client interactions and portfolio performance using JP Morgan'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 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)
• Strong understanding of banking products, investment solutions, and wealth management principles
• Proven track record of meeting sales targets and building client relationships in a competitive environment
• Ability to work in a fast-paced branch setting and adhere to regulatory compliance standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth client portfolios and customized financial planning
• Familiarity with JP Morgan Chase's digital banking platforms and tools
• Previous leadership or mentoring experience in a team-based financial services setting
• Knowledge of local market dynamics in the Waterloo, IA area

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, FDIC)
• Digital banking and CRM software proficiency
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organizational abilities
• Empathy and customer service orientation
• Data analysis for financial planning
• Team collaboration and leadership
• Adaptability to market changes
• Ethical judgment in financial advising

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 6% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for certifications like CFP
• Employee stock purchase plan and performance-based annual bonuses
• Wellness programs including gym memberships, mental health support, and financial counseling
• Flexible work arrangements and commuter benefits for the Waterloo, IA location
• Access to exclusive JP Morgan Chase employee perks, such as discounted travel and cultural events

JP Morgan Chase is an equal opportunity employer.