Private Client Banker- Fort Union - Cottonwood Heights, UT

JPMorganChase•Cottonwood Heights, UT

2d•Onsite

About The Position

As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company, using a proactive, advice-based approach to grow balances, recommend products and services suited to their financial needs, and build trust. You also help acquire new clients through referrals and internal and external sources. The role requires compliance with banking policies, procedures, and regulatory requirements, and work during branch hours, including weekends and some evenings. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment depends on meeting applicable registration, renewal, update, and compliance requirements. Unlicensed applicants must obtain the required securities and insurance licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

Requirements

At least 1 year of branch banking banker experience or equivalent financial services sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
Ability to create memorable client experiences.
Ability to resolve client issues quickly and effectively with attention to detail.
Ability to meet risk and compliance obligations and complete required training.
High school degree, GED, or foreign equivalent.
Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and register with the NMLS under the SAFE Act; continued employment is contingent on compliance with these requirements.

Nice To Haves

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

Responsibilities

Provide attentive, friendly service and create a welcoming environment for clients.
Explain the value of Chase Private Client to eligible clients.
Manage assigned clients and their banking relationships using an advice-based approach, recommending products and services suited to their financial needs.
Communicate politely and consultatively, asking questions and listening to understand clients’ needs and build trust.
Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
Learn products, services, and procedures to consult effectively about banking solutions.
Collaborate with and connect clients to internal experts for specialized financial needs.
Follow policies, procedures, and regulatory banking requirements.
Acquire new clients by soliciting referrals and developing internal and external sources.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.