Private Client Banker - State Ave - Marysville, WA

Location: Marysville, WA, 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 our State Ave branch in Marysville, WA, you will play a pivotal role in delivering exceptional wealth management services to our Chase Private Client segment. This position involves acting as the trusted advisor for a select group of affluent clients, combining personalized banking solutions with sophisticated investment strategies to help them achieve their financial aspirations. You will thrive in a dynamic branch environment, leveraging JPMorgan Chase's vast resources to provide holistic advice on everything from everyday banking to complex portfolio management. Your day-to-day responsibilities will center on building deep, enduring relationships with high-net-worth individuals and families in the Marysville community. This includes conducting in-depth financial needs assessments, recommending customized products such as premium checking accounts, home equity lines, and diversified investment portfolios, and coordinating with specialists in areas like estate planning and philanthropy. You will also engage in proactive outreach, attending local events and fostering referrals to expand your client base, all while ensuring adherence to JPMorgan Chase's high standards of integrity and regulatory compliance. Success in this role requires a passion for client success and the ability to navigate the evolving landscape of financial services with confidence. JPMorgan Chase offers unparalleled opportunities for professional growth in a supportive culture that values diversity and inclusion. As a Private Client Banker, you will have access to cutting-edge training, mentorship from industry leaders, and performance incentives that reward your contributions to our clients' prosperity. Join us in Marysville to make a meaningful impact on clients' lives while advancing your career in one of the world's most respected financial institutions.

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 tailored financial solutions, including deposits, mortgages, credit cards, and investment products
• Build and maintain long-term relationships with high-net-worth individuals, businesses, and families in the Marysville community
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Conduct financial planning discussions, including retirement, estate planning, and risk management strategies
• Drive business growth by prospecting new clients through referrals, community events, and branch networking
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Monitor client portfolios and provide ongoing support to achieve financial goals
• Educate clients on JPMorgan Chase's digital tools and mobile banking capabilities
• Participate in branch operations, including transaction processing and team support as needed

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6, 7, and 66 securities licenses (or willingness to obtain within 120 days)
• Valid Life, Accident, and Health insurance license (or ability to obtain promptly)
• Proven track record of meeting or exceeding sales and client service goals
• Strong understanding of banking products, investment solutions, and wealth management principles
• Ability to work in a branch environment, including occasional evenings and weekends

Preferred Qualifications

• 3+ years of experience as a banker or advisor in a high-net-worth client segment
• Certified Financial Planner (CFP) designation or equivalent
• Experience with JPMorgan Chase systems and tools, such as client relationship management software
• Bilingual proficiency in English and Spanish or another local language
• Advanced knowledge of credit analysis and lending products for affluent clients

Required Skills

• Client relationship management
• Financial product knowledge (banking, lending, investments)
• Sales and prospecting techniques
• Analytical thinking for financial planning
• Communication and presentation skills
• Regulatory compliance awareness (SEC, FINRA)
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and credit analysis
• Team collaboration and leadership
• Digital banking tools expertise
• Problem-solving in high-pressure environments
• Cultural sensitivity for diverse client base
• Time management and organization
• Negotiation and advisory skills
• Data-driven decision making

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for career growth
• Employee stock purchase plan and performance-based bonuses
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for the Marysville location
• Access to exclusive JPMorgan Chase employee perks, such as financial counseling and travel discounts

JP Morgan Chase is an equal opportunity employer.