Private Client Banker - Portland South Market - Lake Oswego, OR

Location: Lake Oswego, OR, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm committed to helping clients achieve their financial aspirations through innovative solutions and exceptional service. As a Private Client Banker in the Portland South Market based in Lake Oswego, OR, you will play a pivotal role in our Consumer & Community Banking division. You will act as the trusted advisor for a portfolio of Chase Private Clients—high-value individuals seeking comprehensive wealth management—while also engaging with everyday branch customers to uncover opportunities for elevated banking relationships. This position demands a blend of financial expertise, client-centric focus, and sales drive to deliver personalized strategies that encompass investments, lending, deposits, and holistic planning, all while upholding our firm's high standards of integrity and compliance. Your day-to-day responsibilities will involve building deep, lasting relationships by conducting in-depth consultations to understand clients' unique goals, whether it's retirement planning, estate strategies, or business financing. Leveraging JPMorgan Chase's robust suite of products, including J.P. Morgan Wealth Management tools and Chase's digital platforms, you will recommend and implement solutions that drive client success and loyalty. Collaboration is key; you will partner with branch colleagues to ensure seamless service delivery and participate in local market initiatives to grow our presence in the vibrant Portland South community. Success in this role is measured by your ability to exceed sales targets, foster referrals, and contribute to a positive, inclusive team environment. We value professionals who thrive in dynamic settings and are passionate about empowering clients in the financial services landscape. This opportunity offers robust professional development through our world-class training programs, exposure to cutting-edge fintech, and a clear path for career advancement within JPMorgan Chase's global network. If you are ready to make a meaningful impact in Lake Oswego and beyond, join us in redefining private banking excellence.

Key Responsibilities

• Serve as the primary point of contact for a select group of Chase Private Clients, providing personalized financial advice and solutions
• Build and deepen relationships with clients by understanding their financial goals and recommending tailored products such as investments, mortgages, and credit solutions
• Proactively engage with branch customers to identify opportunities for Chase Private Client services and drive new client acquisition
• Collaborate with branch teams, including tellers and relationship bankers, to deliver seamless client experiences and resolve complex inquiries
• Conduct financial planning consultations, including portfolio reviews and retirement strategies, in alignment with JPMorgan Chase's wealth management standards
• Monitor market trends and regulatory changes to ensure compliant and informed client recommendations
• Achieve individual and team sales goals for deposits, loans, and investment products within the Portland South Market
• Maintain accurate client records in CRM systems and adhere to all compliance and risk management protocols
• Participate in community events and networking to enhance JPMorgan Chase's presence in Lake Oswego and surrounding areas
• Mentor junior staff on client service best practices and product knowledge

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in client-facing roles within financial services or banking
• Active and in good standing with state securities and life insurance license requirements
• Series 6, 7, and 66 (or equivalent) securities licenses preferred, with willingness to obtain if not held
• Proven track record of meeting or exceeding sales and client service targets
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to work in a branch environment and travel within the Portland South Market as needed

Preferred Qualifications

• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation
• Experience in wealth management or private banking with high-net-worth clients
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Advanced knowledge of JPMorgan Chase's digital banking platforms and tools
• Prior leadership experience in mentoring junior bankers or team coordination

Required Skills

• Client relationship management and consultative selling
• Financial analysis and portfolio assessment
• Knowledge of investment products and risk management
• Regulatory compliance in securities and banking
• Proficiency in CRM software like Salesforce or equivalent
• Strong communication and presentation skills
• Analytical thinking for financial planning
• Sales acumen and goal-oriented mindset
• Empathy and active listening for client needs
• Time management in a fast-paced branch environment
• Digital literacy with online banking platforms
• Negotiation skills for lending and credit solutions
• Team collaboration and leadership
• Adaptability to market changes and client feedback
• Ethical decision-making in financial advising

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with up to 5% company match and immediate vesting
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications up to $5,000 annually
• Performance-based annual bonuses and incentive compensation tied to client satisfaction and sales goals
• Employee stock purchase plan with discounted JPMorgan Chase shares
• Wellness programs including gym memberships, mental health support, and financial counseling services
• Flexible work arrangements and hybrid options where applicable, plus commuter benefits

JP Morgan Chase is an equal opportunity employer.