Elite Private Client Banker: Relationship & Growth

JPMorganChase

North Brunswick Township (NJ)

On-site

USD 70,000 - 110,000

Full time

2 days ago
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Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers within the Branch. You will manage their complete banking relationship, proactively growing balances and sourcing new clients through referrals and internal/external networks.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, and promote self-service options to provide 24/7 access

Qualifications

  • 1+ year Branch Banking Banker experience with verifiable success
  • SIE exam and FINRA licenses (or must complete within 180 days)
  • Compliance with Dodd Frank/Truth in Lending Act
  • Ability to work branch hours, including weekends and some evenings
  • High school degree or equivalent

Responsibilities

  • Shares the value of Chase Private Client with eligible clients
  • Manages banking relationship with advice-based approach to provide best products and services
  • Partners with Specialists to connect customers to experts
  • Makes lives of clients more convenient by enabling self-service options 24/7
  • Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building
New client acquisition
Financial services experience
Compliance knowledge
Excellent communication

Education

High school diploma or equivalent
College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers within the Branch. You will manage their complete banking relationship, proactively growing balances and sourcing new clients through referrals and internal/external networks.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, and promote self-service options to provide 24/7 access

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