Elite Private Client Banking Advisor

JPMorgan Chase & Co.; Cottonwood Heights (UT); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Cottonwood Heights, Utah, is seeking a Private Client Banker to deliver high-touch service to affluent clients as well as branch clients, cultivating trusted financial relationships.

You will manage client portfolios, recommend banking solutions, and collaborate with our team of experts while ensuring compliance with regulatory requirements and branch hours. This role emphasizes proactive client engagement and growth in balances across the relationship.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
• Ability to create memorable experiences for our 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.

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.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Communication skills

Regulatory compliance

Licensing requirements

Education

High school diploma / GED or foreign equivalent

College degree preferred

Job description

JPMorgan Chase & Co. in Cottonwood Heights, Utah, is seeking a Private Client Banker to deliver high-touch service to affluent clients as well as branch clients, cultivating trusted financial relationships.

You will manage client portfolios, recommend banking solutions, and collaborate with our team of experts while ensuring compliance with regulatory requirements and branch hours. This role emphasizes proactive client engagement and growth in balances across the relationship.