Private Client Banker - Park City - Park City, UT

About the role

You will serve as the main point of contact for a select group of Chase’s affluent clients, as well as other customers in the branch. You will manage their complete banking relationship across the company, using a proactive and disciplined approach to grow their balances. Additionally, you will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Actively manage banking relationships through an advice-based approach, ensuring clients receive the best products and services for their needs.
• Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers with experts for specialized financial needs.
• Enhance client convenience by setting up self-service options for 24/7 account access.
• Adhere to all policies, procedures, and regulatory banking requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year of Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, relationship cultivation, and revenue generation.
• If not currently registered, must successfully complete the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Preferred Qualifications

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation with a commitment to a long-term career with the firm.

Benefits

We offer a competitive total rewards package, including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements. Benefits include:

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

Additional details about total compensation and benefits will be provided during the hiring process.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow by delivering solutions to meet their financial needs.

About the Team

Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales, deposit growth, and customer satisfaction, offering the most-used digital solutions. Our Consumer Banking group helps customers manage their money with checking, savings, and credit cards, combining technology with comprehensive solutions to meet the needs of nearly half of U.S. households.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of your criminal conviction history, credit report, NMLS information, and other relevant factors. A felony conviction within the last seven years will disqualify you. Continued employment requires compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements and NMLS registration under the SAFE Act of 2008.