Private Client Banker: Wealth Advisory & Growth

JPMorgan Chase & Co.; Forked River (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive approach.

You will help acquire new clients, partner with specialists to connect clients to experts, and promote self-service access to accounts while complying with banking regulations and internal policies. Weekend/evening hours required.

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.
• Compliance with Dodd Frank/Truth in Lending Act or equivalent regulatory requirements.
• High school degree, GED, or foreign equivalent.
• 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 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 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Licensing knowledge (SIE/Series 6/7)

Flexibility in banking hours

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive approach.

You will help acquire new clients, partner with specialists to connect clients to experts, and promote self-service access to accounts while complying with banking regulations and internal policies. Weekend/evening hours required.