Private Client Banker - Taylor Rd (New Build) - Montgomery, AL

Location: Montgomery, AL, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are building the future of financial services, and as a Private Client Banker at our new Taylor Rd branch in Montgomery, AL, you will play a pivotal role in that vision. You will act as the trusted advisor for a select group of Chase Private Clients, delivering tailored banking, lending, investment, and wealth management solutions. In this client-centric role, you will leverage JPMorgan Chase's world-class resources to help affluent individuals and families achieve their financial goals, while contributing to the success of our expanding branch network in the Southeast. This position offers the excitement of joining a brand-new build, where you'll help shape client experiences from the ground up in a dynamic, growing market. Your day-to-day responsibilities will focus on deepening relationships with high-net-worth clients through personalized consultations, proactive needs assessments, and customized recommendations across our suite of products, including Chase Sapphire banking, J.P. Morgan Wealth Management, and mortgage solutions. You will collaborate with branch colleagues, investment specialists, and lending experts to provide seamless, holistic advice, ensuring every interaction upholds our commitment to excellence and integrity. In the vibrant Montgomery community, you'll also engage in local networking to attract and retain clients, driving sustainable growth for the branch while adhering to strict compliance standards set by the SEC, FINRA, and internal JPMorgan Chase policies. We value professionals who thrive in a fast-paced environment and are passionate about empowering clients' financial futures. This role demands strong sales acumen, empathy, and a deep understanding of the financial services landscape, with opportunities for career advancement within one of the world's leading financial institutions. Join JPMorgan Chase at our innovative Taylor Rd location and be part of a team that's redefining private banking for the modern era.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of 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
• Conduct financial planning discussions, including goal setting, risk assessment, and portfolio reviews
• Drive branch-based sales of deposit, credit, and investment products to meet individual and team targets
• Collaborate with branch teams and specialists to deliver holistic financial services in the new Taylor Rd location
• Ensure compliance with all federal and state regulations, including KYC and AML protocols
• Build and nurture long-term relationships through proactive outreach, events, and digital engagement
• Monitor client portfolios and provide updates on market conditions and opportunities
• Support branch operations during the new build transition, including client onboarding and education
• Contribute to a high-performance culture by mentoring junior staff and sharing best practices

Required Qualifications

• Bachelor's degree or equivalent work experience in finance, business, or related field
• At least 2 years of experience in client-facing roles within financial services or banking
• Active Series 6 and 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of financial products including investments, lending, and deposit solutions
• Proven track record of meeting or exceeding sales and service goals in a retail banking environment
• Ability to build and maintain relationships with high-net-worth individuals
• Compliance with all regulatory requirements and adherence to JPMorgan Chase policies

Preferred Qualifications

• 3+ years of experience as a banker or advisor serving private clients
• Series 7 license or CFP certification
• Experience with wealth management tools and CRM systems like Salesforce
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Alabama
• Previous exposure to new branch openings or market expansion initiatives

Required Skills

• Financial analysis and advisory expertise
• Client relationship management
• Sales and negotiation proficiency
• Knowledge of investment products and markets
• Regulatory compliance and risk management
• CRM software proficiency (e.g., Salesforce)
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organizational abilities
• Team collaboration and leadership
• Digital banking tools and fintech awareness
• Customer service orientation
• Analytical thinking for portfolio assessment
• Adaptability to new branch environments
• Ethical judgment in financial advising

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
• Annual performance-based bonuses and incentive compensation tied to client satisfaction and sales goals
• Professional development programs, including tuition reimbursement for relevant certifications
• Employee stock purchase plan and access to JPMorgan Chase's global learning resources
• Wellness programs with gym discounts, mental health support, and financial wellness coaching
• Relocation assistance for eligible roles and commuter benefits for Montgomery, AL location

JP Morgan Chase is an equal opportunity employer.