Private Client Banker: Wealth Relationship Specialist

JPMorgan Chase & Co.

Monroe (NJ)

On-site

USD 70,000 - 100,000

Full time

2 days ago

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients.

You will manage their complete banking relationship, using a proactive approach to grow balances, and you will help acquire new clients by soliciting referrals and developing internal and external sources. You will work with Specialists to connect clients to experts who can help with specialized financial needs and guide clients to self-service options for

Qualifications

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.
SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days.
Compliance with Dodd Frank/Truth in Lending Act.
NMLS registration under the SAFE Act of 2008; register or update as needed after starting.

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.
Partners with Specialists to connect customers to experts for specialized financial needs.
Makes lives of clients more convenient by setting up self-service options to access accounts 24/7.
Adheres to policies, procedures, and regulatory banking requirements.