Private Client Banker- Fort Union - Cottonwood Heights, UT

About the role

As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Responsibilities

• Put clients first and exceed their expectations — deliver attentive and friendly service, creating a welcoming environment.
• Share the value of Chase Private Client with eligible clients.
• Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
• Engage in clear, polite, consultative communication to understand and help clients, building trust — ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in Financial Services sales with proven success in acquiring new clients, deepening relationships, and revenue generation.
• Ability to create memorable experiences for clients — elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail — providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire; study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Preferred qualifications

• College degree or military equivalent.
• Experience in cultivating relationships with affluent clients.

Licensing & regulatory requirements

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination that you demonstrate financial responsibility, good character, and general fitness. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, you will be required to either register on NMLS or update your existing registration to grant access to and reflect your employment with JPMorganChase. Continued employment is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Information obtained during registration, update, and renewal processes or through NMLS notifications may impact your employment. Application information may be transferred to NMLS by JPMorganChase on your behalf.

Pay

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Schedule

Ability to work branch hours including weekends and some evenings.