Elite Private Client Banker

JPMorganChase; West Caldwell (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in New Jersey seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, building lasting relationships and delivering personalized education and advice tailored to their financial needs.

You will expand the client base by referrals, collaborate with specialists, and help clients access self-service options 24/7 while adhering to regulatory requirements and internal policies.

Qualifications

• SIE exam and FINRA licenses required within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• High school degree, GED, or foreign equivalent.

Responsibilities

• Actively manages clients' banking relationships with an advice-based approach.
• Shares the value of Chase Private Client with eligible clients.
• Partners with Specialists to connect customers to experts for specialized needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in New Jersey seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, building lasting relationships and delivering personalized education and advice tailored to their financial needs.

You will expand the client base by referrals, collaborate with specialists, and help clients access self-service options 24/7 while adhering to regulatory requirements and internal policies.