Elite Private Client Banker: Wealth Guidance

JPMorgan Chase & Co.; Paramus (NJ); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Paramus, NJ is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage the complete banking relationship, offering education and advice tailored to clients' financial needs while promoting the Chase Private Client value.

The role emphasizes proactive relationship management, collaboration with Specialists, and facilitating self-service access, with hours including weekends and some evenings to meet client needs.

Qualifications

• High school diploma or GED required.
• SIE exam, FINRA Series 6/7, and Life licenses required or to be completed within 180 days.
• Ability to work flexible branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships through an advisory approach.
• Partners with Specialists to connect clients to experts.
• Helps clients access self-service options 24/7.
• Adheres to policies, procedures and regulatory requirements.

Skills

Relationship building

Sales experience

Communication skills

Financial services knowledge

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

NMLS

Job description

JPMorgan Chase & Co. in Paramus, NJ is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage the complete banking relationship, offering education and advice tailored to clients' financial needs while promoting the Chase Private Client value.

The role emphasizes proactive relationship management, collaboration with Specialists, and facilitating self-service access, with hours including weekends and some evenings to meet client needs.