Wealth Client Banker - Relationship Advisor

JPMorganChase; Shrewsbury (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You will actively solicit referrals and collaborate with specialists to tailor education and advice that fit their financial needs.

In this role you will work with a proactive, relationship-driven approach, ensuring adherence to regulatory requirements and branch hours, including weekends and some evenings, to deliver

Qualifications

• Demonstrated success using a relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE and FINRA Series 6/7, state registration and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• 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 advisory-based approach, ensuring clients receive the best products and services.
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect clients with experts.
• M akes 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 management

New client acquisition

Regulatory knowledge

Communication skills

Education

High school diploma

College degree (preferred)

Job description

JPMorgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You will actively solicit referrals and collaborate with specialists to tailor education and advice that fit their financial needs.

In this role you will work with a proactive, relationship-driven approach, ensuring adherence to regulatory requirements and branch hours, including weekends and some evenings, to deliver