Private Client Banker - Sadsbury Commons Branch - Parkesburg, PA

Location: Parkesburg, PA, 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. As a Private Client Banker at the Sadsbury Commons Branch in Parkesburg, PA, you will play a pivotal role in delivering exceptional banking experiences to our Chase Private Client segment. This select group includes high-value customers seeking integrated solutions for their personal and business financial needs. You will act as the trusted advisor, leveraging JPMorgan Chase's vast resources to provide tailored advice on deposits, lending, investments, and wealth planning, all while fostering deep, enduring relationships that drive client loyalty and satisfaction. Your day-to-day responsibilities will involve engaging with clients in the branch, conducting in-depth financial consultations, and collaborating with specialists in areas like mortgages, small business banking, and J.P. Morgan Wealth Management. In this role, you will identify opportunities to deepen client relationships by recommending products such as Chase Sapphire credit cards, customized investment portfolios, or retirement planning strategies. Success in this position requires a passion for helping clients achieve their financial goals, combined with a commitment to upholding the highest standards of integrity and compliance in line with JPMorgan Chase's core values. Joining our team means becoming part of a supportive culture that values professional growth and work-life balance. We offer robust training programs to keep you at the forefront of financial services trends, and you'll have access to cutting-edge tools like our digital platforms and analytics capabilities. If you thrive in a dynamic environment and are eager to contribute to the success of our Parkesburg community, this opportunity at JPMorgan Chase's Sadsbury Commons Branch will allow you to make a meaningful impact while advancing your career in private banking.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, lending, and investment advice
• Identify client needs and recommend appropriate financial solutions, including checking/savings accounts, mortgages, credit cards, and investment products
• Build and maintain long-term relationships with high-net-worth individuals and families in the Sadsbury Commons Branch
• Collaborate with branch teams and specialists to deliver holistic wealth management services tailored to client goals
• Conduct financial planning discussions, including retirement strategies, estate planning, and risk management
• Drive business growth by prospecting for new clients through referrals, community events, and branch networking in Parkesburg, PA
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Monitor client portfolios and provide ongoing support to optimize financial outcomes
• Educate clients on digital banking tools and JPMorgan Chase's mobile and online platforms
• Contribute to branch success by participating in sales initiatives and team goals

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-facing roles
• Active Series 6, Series 7, and Series 66 securities licenses, or willingness to obtain within 120 days of hire
• Valid Life and Health Insurance license, or ability to obtain promptly
• Proven track record of meeting or exceeding sales and service goals in a banking environment
• Strong understanding of financial products including deposits, loans, investments, and wealth management services
• Ability to work in a branch setting in Parkesburg, PA, with flexible hours including some evenings and weekends

Preferred Qualifications

• 3+ years of experience as a banker or advisor in private client services
• Existing client portfolio or network in the Parkesburg, PA area
• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Experience with JPMorgan Chase systems and tools, such as Chase Connect or investment platforms

Required Skills

• Financial analysis and product knowledge
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance (e.g., FINRA, SEC rules)
• Investment advisory and portfolio management
• Risk assessment and mitigation
• Digital banking platform proficiency
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Team collaboration and leadership
• Customer service orientation
• Data analysis using financial software
• Ethical judgment in financial advising
• Adaptability to client needs and market changes

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company match up to 5% of eligible pay
• Paid time off including vacation, sick days, and 10 paid holidays annually
• Tuition reimbursement for professional development and certifications
• Employee stock purchase plan and access to JPMorgan Chase's wealth management resources
• Wellness programs including gym memberships, mental health support, and financial counseling
• Opportunities for career advancement within JPMorgan Chase's global network

JP Morgan Chase is an equal opportunity employer.