Elite Private Client Banking Advisor

Testing Site - JPMC; Union City (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to manage affluent clients’ banking relationships with an advice-based approach and proactive service. You will collaborate with specialists to connect clients to experts for complex needs and promote self-service options for 24/7 access.

The role requires strong relationship skills, 1+ year experience in branch banking, and compliance with banking regulations.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• If you are not registered, the SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with 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

Communication

New client acquisition

Team orientation

Financial services experience

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to manage affluent clients’ banking relationships with an advice-based approach and proactive service. You will collaborate with specialists to connect clients to experts for complex needs and promote self-service options for 24/7 access.

The role requires strong relationship skills, 1+ year experience in branch banking, and compliance with banking regulations.