Private Client Banker: Elevate Wealth Relationships

Aumni; Cottonwood Heights (UT); On-site; USD 70,000 - 100,000; Full time

Job summary

Chase is seeking a Private Client Banker to deliver hospitality-focused service to a select group of affluent clients and branch clients. You will manage full banking relationships, proactively growing balances and referrals.

The role requires advising clients on products and services, educating them on digital tools, and collaborating with a team of experts to handle complex financial needs, while maintaining compliance and risk controls.

Qualifications

• Must have a relationship-focused approach to acquire and deepen client relationships.
• 1+ year in branch banking or financial services sales with revenue growth.
• Excellent communication skills for in-person and phone interactions.
• Ability to comply with regulatory requirements and complete required training.

Responsibilities

• Put clients first and deliver attentive, friendly service, building a welcoming environment.
• Manage banking relationships with a proactive, advice-based approach to products and services.
• Communicate clearly to understand needs and build trust with clients.
• Educate clients on Chase technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult on banking solutions with the team.

Skills

Relationship management

Financial services sales

Client communication

Regulatory compliance

Problem resolution

Education

High school degree

Job description

Chase is seeking a Private Client Banker to deliver hospitality-focused service to a select group of affluent clients and branch clients. You will manage full banking relationships, proactively growing balances and referrals.

The role requires advising clients on products and services, educating them on digital tools, and collaborating with a team of experts to handle complex financial needs, while maintaining compliance and risk controls.