Private Client Banker - Waverly Woods Branch - Marriottsville, Maryland

Location: Marriottsville, MD, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Private Client Banker to join our Waverly Woods Branch in Marriottsville, Maryland. As a Private Client Banker, you will play a pivotal role in delivering exceptional client experiences, embodying our core values of hospitality and client care. This position is ideal for professionals passionate about financial services who thrive in building meaningful relationships with high-net-worth individuals. You will serve as a trusted advisor, helping clients navigate their financial journeys through personalized banking, lending, and investment solutions tailored to their unique needs and goals. In this branch-based role, you will contribute to the growth of our Private Client segment by fostering loyalty and expanding our client base in the local Marriottsville community. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending sophisticated products like customized investment portfolios, wealth transfer strategies, and access to exclusive JPMorgan Chase research and global markets insights. You will collaborate with a team of specialists, including mortgage advisors and wealth planners, to provide holistic financial guidance while ensuring all interactions comply with regulatory standards such as SEC and FINRA requirements. Success in this role demands a proactive approach to identifying opportunities, such as cross-selling deposit accounts or retirement planning services, to deepen client engagement and drive branch performance metrics. JPMorgan Chase offers a supportive environment with robust training programs, cutting-edge technology, and a commitment to your professional growth. If you are licensed in securities and insurance, with a knack for consultative selling and a genuine interest in empowering clients' financial success, this opportunity at our Waverly Woods Branch allows you to make a tangible impact. Join us to advance your career in private banking while contributing to the financial well-being of our valued clients in Maryland.

Key Responsibilities

• Engage with clients at the Waverly Woods Branch to understand their financial goals and deliver personalized banking, lending, and investment solutions
• Build and maintain long-term relationships with high-net-worth individuals, providing proactive advice on wealth management and retirement planning
• Identify opportunities to deepen client relationships by cross-selling JPMorgan Chase products such as mortgages, credit cards, and brokerage services
• Conduct financial needs assessments and recommend tailored investment portfolios aligned with risk tolerance and objectives
• Collaborate with branch teams and specialists to ensure seamless delivery of comprehensive financial services
• Drive branch performance by achieving sales goals for deposits, loans, and investment assets under management
• Educate clients on digital banking tools and cybersecurity best practices to enhance their financial security
• Participate in community events in Marriottsville to promote JPMorgan Chase's commitment to local economic growth
• Monitor market trends and regulatory changes to provide informed guidance on financial strategies
• Ensure compliance with all federal and state banking regulations, including KYC and AML requirements

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 and 66 securities licenses (or willingness to obtain within 120 days of hire)
• Valid Life and Health Insurance Producer License (or ability to obtain)
• Strong understanding of banking products, investment solutions, and wealth management principles
• Proven track record of meeting sales and client acquisition targets
• Ability to work in a branch environment in Marriottsville, MD, with flexible hours including some evenings and weekends

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience in high-net-worth client advisory or private banking
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Previous experience with JPMorgan Chase systems and client relationship management tools
• Demonstrated leadership in community involvement or financial literacy initiatives

Required Skills

• Client relationship management and consultative selling
• Financial analysis and investment portfolio construction
• Knowledge of banking regulations and compliance standards
• Proficiency in financial software such as CRM systems and portfolio management tools
• Strong communication and active listening skills
• Analytical thinking for assessing client financial situations
• Sales acumen and goal-oriented mindset
• Empathy and hospitality in client interactions
• Time management and prioritization in a fast-paced environment
• Digital literacy for online banking platforms and fintech tools
• Risk assessment and mitigation expertise
• Team collaboration and leadership abilities
• Problem-solving for complex financial queries
• Adaptability to evolving market conditions
• Ethical decision-making in advisory roles

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance with low employee premiums
• 401(k) retirement savings plan with generous company matching contributions
• Tuition reimbursement and professional development programs for certifications like CFP
• Paid time off including vacation, sick days, and parental leave
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers or wellness stipends at select branches
• Discounts on JPMorgan Chase products and services for personal banking needs

JP Morgan Chase is an equal opportunity employer.