Private Client Banker - Wealth Advisor & Builder

Aumni; New Jersey; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Mental health support

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other branch customers. You will manage complete banking relationships with a proactive approach, driving growth in balances and referrals for new business.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and offer education tailored to their financial goals.

Qualifications

• Experience acquiring and deepening client relationships in financial services.
• willingness to obtain required licenses within 180 days of starting.
• Understanding of Dodd-Frank and Truth in Lending Act requirements.
• Able to work branches with weekend and evening hours.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships using an advice-based approach.
• Partners with specialists to connect clients to experts for financial needs.
• Provides self-service options and access to accounts 24/7.
• Adheres to policies, procedures and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

regulatory compliance

Licensing & registrations

Communication skills

Flexibility with hours

Attention to detail

Education

High school diploma or GED

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other branch customers. You will manage complete banking relationships with a proactive approach, driving growth in balances and referrals for new business.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and offer education tailored to their financial goals.