Private Client Banker - Orleans, MA

Location: Orleans, MA, 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 Orleans, MA branch, you will play a pivotal role in delivering exceptional banking experiences to a select group of Chase Private Clients—our high-net-worth individuals seeking integrated wealth management solutions. You will act as the trusted advisor, helping clients navigate their financial goals through personalized strategies that encompass everything from everyday banking to complex investment planning. This position is ideal for a seasoned professional passionate about building lasting relationships in the vibrant Cape Cod community, where you'll leverage JP Morgan Chase's vast resources to provide unparalleled service. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending bespoke products like premium checking accounts, home equity lines of credit, and diversified investment portfolios, and collaborating with our network of specialists to ensure comprehensive advice. You'll proactively engage with clients via phone, email, and in-person meetings, identifying opportunities to deepen relationships and grow assets under management. Compliance and ethical standards are paramount at JP Morgan Chase, so you'll maintain meticulous records, adhere to all regulatory guidelines, and contribute to a culture of integrity while driving branch performance metrics. Joining JP Morgan Chase means becoming part of a world-class team that values diversity, innovation, and professional growth. In this role, you'll have access to cutting-edge tools, ongoing training, and a supportive environment that empowers you to thrive. If you excel at fostering trust, possess a keen eye for financial opportunities, and are committed to excellence in client service, this Private Client Banker position in Orleans, MA offers a rewarding career path with significant impact on our clients' financial success.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth Chase Private Clients, providing personalized banking and wealth management advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including checking, savings, mortgages, credit cards, and investment products
• Build and deepen relationships with clients and branch customers through proactive outreach, consultations, and community engagement in Orleans, MA
• Collaborate with JP Morgan Chase specialists, such as investment advisors and mortgage experts, to deliver holistic financial planning
• Drive business growth by identifying cross-selling opportunities and achieving sales goals for deposits, loans, and advisory services
• Ensure compliance with all regulatory requirements, including KYC, AML, and fair lending practices
• Educate clients on digital banking tools and JP Morgan Chase's mobile app to enhance their banking experience
• Monitor client portfolios for life events or market changes, offering timely advice to optimize financial outcomes
• Participate in branch events and networking to expand the client base in the local community
• Maintain accurate records in CRM systems and prepare reports on client interactions and performance metrics

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in client-facing financial services roles, such as banking or wealth management
• Active and in good standing with state and/or national licensing requirements, including Series 6, 7, and 66 (or willingness to obtain within 120 days)
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial products including deposits, loans, investments, and credit solutions
• Ability to work in a branch setting in Orleans, MA, 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 Private Banker or similar role at a major financial institution
• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with JP Morgan Chase systems and tools, or comparable CRM platforms
• Bilingual proficiency, particularly in languages spoken in the Cape Cod region
• Demonstrated success in meeting sales targets for investment and lending products

Required Skills

• Client relationship management
• Financial product knowledge (investments, loans, deposits)
• Sales and consultative selling techniques
• Regulatory compliance (FINRA, SEC, banking laws)
• Analytical thinking for financial assessments
• Communication and active listening
• CRM software proficiency (e.g., Salesforce or equivalent)
• Time management and prioritization
• Problem-solving in high-pressure situations
• Networking and community engagement
• Digital literacy for banking platforms
• Risk assessment and mitigation
• Team collaboration with internal partners
• Ethical decision-making
• Adaptability to client needs and market changes

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 for professional development and certifications
• Performance-based annual bonuses and incentive compensation tied to client satisfaction and sales goals
• Access to JP Morgan Chase's employee stock purchase plan and financial wellness programs
• On-site fitness centers or gym reimbursements at select locations, plus wellness incentives
• Flexible work arrangements and support for work-life balance, including mental health resources

JP Morgan Chase is an equal opportunity employer.