Private Client Banker: Wealth & Relationship Lead

JPMorganChase; Ogden (UT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Ogden, Utah, is seeking a Private Client Banker for Branch Banking. This role involves managing affluent clients' banking relationships, ensuring they receive top-tier services. The ideal candidate will have experience in relationship-building and compliance knowledge. You will actively seek new clients while maintaining regulatory standards. A high school degree is required, along with the ability to work flexible hours. Competitive salary and comprehensive benefits are offered.

Qualifications

• 1+ year Branch Banking or equivalent experience in financial services with success in client acquisition.
• Ability to work branch hours, including weekends and evenings.
• Compliance with Dodd Frank requirements and licensing as needed.

Responsibilities

• Manage banking relationships of affluent clients and ensure they receive the best services.
• Actively solicit referrals to acquire new clients.
• Ensure compliance with policies and regulatory requirements.

Skills

Relationship-building

Client Acquisition

Communication

Team Collaboration

Education

High school degree or equivalent

Job description

A leading financial services firm in Ogden, Utah, is seeking a Private Client Banker for Branch Banking. This role involves managing affluent clients' banking relationships, ensuring they receive top-tier services. The ideal candidate will have experience in relationship-building and compliance knowledge. You will actively seek new clients while maintaining regulatory standards. A high school degree is required, along with the ability to work flexible hours. Competitive salary and comprehensive benefits are offered.