Private Client Banker - Parkville Branch - Parkville, MO

Location: Parkville, MO, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus, serving millions of consumers, small businesses, and institutional clients worldwide. As a Private Client Banker in our Parkville Branch located in Parkville, MO, you will play a pivotal role in delivering exceptional wealth management and banking services to a select group of Chase Private Clients. This position combines the artistry of personalized financial advising with the precision of JPMorgan Chase's robust product suite, including deposit accounts, mortgages, credit solutions, and investment portfolios. You will act as the trusted advisor, helping affluent clients navigate complex financial landscapes to achieve their goals, from wealth accumulation to legacy planning, all while contributing to the branch's success in a dynamic retail banking environment. Your day-to-day responsibilities will center on cultivating deep, enduring relationships with clients in the Parkville community and beyond. You will conduct comprehensive financial assessments, recommend tailored solutions like J.P. Morgan Wealth Management strategies or Chase Sapphire banking perks, and ensure every interaction upholds our commitment to integrity and excellence. Collaboration is key; you'll partner with branch colleagues to identify opportunities for holistic client service, such as referring to specialists in sustainable investing or private banking. In this role, you'll also drive business growth through targeted outreach, community engagement, and leveraging JPMorgan Chase's digital platforms to enhance client accessibility and satisfaction. We seek driven professionals passionate about the financial services industry, with a keen eye for detail and a client-first mindset. Joining JPMorgan Chase means access to world-class resources, ongoing professional development, and the chance to advance within one of the most admired firms in global finance. If you thrive in a fast-paced setting where your expertise can directly impact clients' financial futures, this Private Client Banker role in Parkville, MO, offers a rewarding path to build your career while making a meaningful difference.

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 JPMorgan 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
• Conduct financial reviews and goal-setting discussions to help clients achieve objectives like retirement planning, education funding, or wealth preservation
• Drive branch growth by prospecting new clients within the Parkville community and leveraging referrals from existing relationships
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal JPMorgan Chase policies
• Monitor market trends and economic conditions to provide timely insights and adjust client strategies accordingly
• Assist in branch operations during peak times, such as processing transactions and resolving customer inquiries
• Participate in community events in Parkville, MO, to enhance JPMorgan Chase's local presence and brand loyalty

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2 years of experience in financial services, retail banking, or client advisory roles
• Active and in good standing with state securities and life insurance licenses (or ability to obtain within 90 days)
• Series 6, 7, and 66 licenses preferred, or willingness to pursue
• Proven track record of meeting sales targets in a client-facing environment
• Strong understanding of banking products, investment options, and wealth management principles
• Ability to work full-time in the Parkville, MO branch location

Preferred Qualifications

• 3+ years of experience as a personal banker or financial advisor at a major financial institution
• Certified Financial Planner (CFP) designation or equivalent
• Experience with JPMorgan Chase systems and client relationship management tools
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Advanced knowledge of estate planning and retirement strategies

Required Skills

• Client relationship management
• Financial product knowledge (banking, investments, loans)
• Sales and prospecting techniques
• Analytical thinking for financial planning
• Regulatory compliance awareness (FINRA, SEC)
• Communication and presentation skills
• Problem-solving in high-pressure situations
• CRM software proficiency (e.g., Salesforce or equivalent)
• Risk assessment and management
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Digital banking tools familiarity
• Team collaboration
• Adaptability to 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 certifications and advanced education in finance
• Performance-based annual bonuses and incentive compensation tied to client satisfaction and sales goals
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase common stock
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Career development opportunities through JPMorgan Chase's internal training and leadership programs

JP Morgan Chase is an equal opportunity employer.