Private Client Banker: Wealth Relationships Lead

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Jersey City, NJ, seeks a Private Client Banker in Branch Banking to serve as the main contact for a select group of affluent clients.

You will manage the full banking relationship, driving growth by cross-selling suitable products and expanding referrals. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, while guiding them through self-service options for 24/7 access.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 and state registration or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach for best products and services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to experts.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Communication skills

Time management

Education

High school diploma or GED

Bachelor’s degree or military equivalent

Job description

JPMorgan Chase & Co. in Jersey City, NJ, seeks a Private Client Banker in Branch Banking to serve as the main contact for a select group of affluent clients.

You will manage the full banking relationship, driving growth by cross-selling suitable products and expanding referrals. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, while guiding them through self-service options for 24/7 access.