Private Client Banker: Wealth & Relationship Lead

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

Job summary

JPMorgan Chase & Co. in Clifton, NJ is seeking a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship within the branch network.

You will actively solicit referrals, collaborate with Specialists, and provide education and guidance tailored to clients’ financial needs while upholding regulatory requirements and Chase’s Service Promise.

Qualifications

• Demonstrated success acquiring and deepening client relationships.
• 1+ year experience in branch banking or financial services with revenue generation.
• SIE exam and FINRA Series 6/7 and state registrations required within 180 days if not already held.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours including weekends/evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to meet client needs with best products.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Makes lives of clients more convenient by promoting self-service options and 24/7 access to accounts.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Communication skills

Sales and referrals

Team collaboration

Customer service

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Clifton, NJ is seeking a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship within the branch network.

You will actively solicit referrals, collaborate with Specialists, and provide education and guidance tailored to clients’ financial needs while upholding regulatory requirements and Chase’s Service Promise.