Private Client Banker - Yakima, WA

Location: Yakima, WA, United States

Job Family: Private Client Bankers

About the Role

At J.P. Morgan 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 Yakima, WA branch, you will play a pivotal role in delivering exceptional wealth management services to a select group of Chase Private Clients. This position involves acting as the central advisor for high-net-worth individuals, helping them navigate complex financial landscapes with tailored solutions in investments, lending, and banking. You will foster deep, trust-based relationships while contributing to the branch's overall success in a dynamic retail environment. Our commitment to integrity and excellence ensures that every client interaction aligns with our world-class standards. Your day-to-day responsibilities will include conducting in-depth financial consultations, analyzing client portfolios, and recommending strategies to optimize wealth growth and protection. Leveraging J.P. Morgan's vast resources, you will collaborate with specialists in areas like estate planning and alternative investments to provide holistic advice. In the Yakima community, you will also engage in proactive outreach to expand our client base, participating in local events and building referrals through superior service. Compliance with federal and state regulations, including FINRA requirements, is paramount, and you will use advanced tools to track progress and mitigate risks. We value professionals who thrive in a client-centric culture and are passionate about financial empowerment. This role offers significant growth potential within J.P. Morgan Chase, with access to ongoing training and a supportive team. If you are driven by results, possess strong interpersonal skills, and have a keen eye for financial opportunities, join us to make a meaningful impact on clients' financial futures in the vibrant Yakima market.

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 products such as investment strategies, mortgages, credit solutions, and deposit accounts
• Build and maintain long-term relationships with high-value clients to drive retention and growth in assets under management
• Collaborate with branch teams, including bankers and advisors, to deliver seamless holistic financial planning
• Conduct financial reviews and goal-setting sessions to help clients achieve their objectives
• Prospect for new business within the local Yakima community through networking and referrals
• Ensure all interactions comply with regulatory requirements and Chase's risk management policies
• Monitor market trends and provide timely insights to clients on investment opportunities
• Support branch operations by assisting walk-in customers and contributing to team sales targets
• Utilize CRM tools to track client interactions and maintain accurate records

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 and in good standing with state and federal regulatory licensing requirements, including Series 6, 7, and 66 (or willingness to obtain within 120 days)
• Proven track record of meeting or exceeding sales and client service goals
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to work in a branch environment and travel locally as needed
• Commitment to ethical standards and compliance with banking regulations

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience in wealth management or private banking
• Bilingual proficiency in Spanish or other local languages in Yakima, WA
• Previous role in a high-net-worth client service position
• Familiarity with Chase's digital banking platforms and tools

Required Skills

• Financial analysis and planning
• Client relationship management
• Sales and negotiation techniques
• Knowledge of investment products and securities
• Regulatory compliance and risk assessment
• Proficiency in Microsoft Office and CRM software like Salesforce
• Excellent verbal and written communication
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Team collaboration and leadership
• Digital literacy for online banking tools
• Ethical judgment in financial advising
• Adaptability to market changes
• Networking and business development

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company match up to 5%
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs through J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Access to exclusive Chase employee perks, such as discounted banking services and wellness programs
• Opportunities for career advancement within J.P. Morgan Chase's global network

JP Morgan Chase is an equal opportunity employer.