Affluent Client Relationship Banker

Next Frontier Capital; Princeton (NJ); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select client group with a proactive, education-driven approach to financial services. You will manage relationships, solicit referrals, and collaborate with specialists to meet client needs.

The role emphasizes trust, regulatory compliance, and delivering tailored education and advice to help clients make the most of their money and lives.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam/FINRA Series 6/7 and state registration (63 or 66 if required) and Life licenses within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Sales aptitude

Communication skills

Team collaboration

Education

Bachelor’s degree or equivalent

High school diploma or GED

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select client group with a proactive, education-driven approach to financial services. You will manage relationships, solicit referrals, and collaborate with specialists to meet client needs.

The role emphasizes trust, regulatory compliance, and delivering tailored education and advice to help clients make the most of their money and lives.