Elite Private Client Banker: Grow Affluent Relationships

Fairygodboss; Somers Point (NJ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Tuition reimbursement

Job summary

Chase is seeking a Private Client Banker to represent our brand in a Chase Branch, delivering hospitality, financial solutions and technology tools to a select group of affluent clients. You will manage their banking relationships with a proactive, advisory approach.

The role requires 1+ year of banking sales, excellent communication, weekend/evening availability, and completion of licenses within 180 days.

Qualifications

• 1+ year of branch banking or financial sales experience.
• Proven ability to acquire new clients and deepen relationships.
• Strong in-person and phone communication.
• Ability to explain products clearly to clients.
• Willingness to work weekends and some evenings.
• Commitment to regulatory compliance and risk controls.
• Licensing: SIE, Series 6, 63, Life; licenses obtained within 180 days.

Responsibilities

• Put clients first and deliver attentive service, welcoming environment.
• Manage client banking relationships with advice-based solutions.
• Solicit referrals and develop internal/external sources.
• Educate clients on Chase mobile app, online banking, ATMs.
• Learn products quickly and collaborate with team of experts.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship-building

Sales experience

Communication skills

Financial services compliance

Customer service excellence

Education

High school diploma or GED

Job description

Chase is seeking a Private Client Banker to represent our brand in a Chase Branch, delivering hospitality, financial solutions and technology tools to a select group of affluent clients. You will manage their banking relationships with a proactive, advisory approach.

The role requires 1+ year of banking sales, excellent communication, weekend/evening availability, and completion of licenses within 180 days.