Private Client Banker - Sherman - Sherman TX

Location: Sherman, TX, 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 in our Sherman, TX branch, you will play a pivotal role in delivering exceptional wealth management services to a select group of high-net-worth Chase Private Clients. This position combines the prestige of private banking with the dynamic environment of a community branch, where you will act as the trusted advisor for clients seeking integrated solutions in banking, lending, and investments. Your expertise will help clients navigate complex financial landscapes, from retirement planning to estate strategies, all while leveraging JPMorgan Chase's unparalleled resources and global reach. In this client-centric role, you will manage a dedicated portfolio, conducting in-depth consultations to uncover opportunities for growth and protection. Collaborating with JPMorgan's network of specialists, including investment advisors and mortgage experts, you will craft bespoke financial plans that align with each client's unique goals. Success in this position requires a passion for building lasting relationships, achieving sales objectives, and upholding the highest standards of integrity and compliance. Based in Sherman, TX, you will contribute to our commitment to local communities while benefiting from the stability and growth opportunities of one of the world's most admired financial institutions. JPMorgan Chase values diversity, innovation, and professional development, offering robust training programs to keep you at the forefront of the industry. Join us to make a meaningful impact on clients' financial futures in a supportive, high-performance culture that rewards excellence and fosters work-life balance.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, investment, and financial planning advice
• Identify client needs and recommend tailored solutions including deposit accounts, loans, credit cards, and investment products from JPMorgan Chase
• Build and maintain long-term relationships with high-net-worth clients to deepen wallet share and achieve sales goals
• Collaborate with branch teams and specialists to deliver comprehensive wealth management services
• Conduct financial reviews and portfolio assessments to ensure alignment with client objectives and risk tolerance
• Drive branch-based client acquisition through proactive outreach, networking, and referrals
• Ensure compliance with all federal and state regulations, including KYC, AML, and SEC guidelines
• Utilize JPMorgan Chase's technology platforms to enhance client experiences and streamline service delivery
• Participate in community events in Sherman, TX, to promote Chase's brand and attract new clients
• Monitor market trends and provide timely insights to clients on investment opportunities

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 Series 6, 7, and 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of investment products, wealth management, and banking services
• Proven track record of meeting sales targets and building client relationships
• Excellent communication and interpersonal skills with the ability to handle high-net-worth clients
• Compliance with all regulatory requirements and adherence to JPMorgan Chase policies

Preferred Qualifications

• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation
• Experience in private banking or serving high-net-worth individuals at a top-tier financial institution
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Texas
• Advanced knowledge of JPMorgan Chase's digital banking platforms and tools
• Prior leadership experience in branch or team settings

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds, ETFs)
• Regulatory compliance (FINRA, SEC, OCC)
• Digital banking tools proficiency (e.g., Chase Mobile App, online platforms)
• Risk assessment and management
• Active listening and empathy
• Problem-solving and decision-making
• Time management and prioritization
• Presentation and public speaking
• Data analysis using financial software
• Team collaboration and leadership
• Adaptability to market changes
• Ethical judgment and integrity

Benefits

• Competitive base salary plus uncapped commission and incentive bonuses tied to performance
• Comprehensive health, dental, and vision insurance 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
• Professional development programs, including tuition reimbursement and access to JPMorgan Chase's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits in Sherman, TX

JP Morgan Chase is an equal opportunity employer.