Wealth-Driven Private Client Banker

Testing Site - JPMC; Mount Holly Township (NJ); On-site; USD 55,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker within Branch Banking to act as the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive, growth-oriented approach.

Responsibilities include coordination with Specialists, promoting self-service options, and ensuring adherence to regulatory banking requirements, with weekend/evening hours as needed.

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 and revenue generation.
• Licensing and regulatory requirements: SIE, FINRA Series 6/7, state registrations (63/66) as applicable.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach to optimize products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Promotes self-service options to access accounts 24/7 and ensures regulatory compliance.

Skills

Relationship building

Client acquisition

Regulatory compliance

Effective communication

Education

High school diploma

SIE exam

FINRA Series 6/7

State licenses (63/66)

Job description

Chase is seeking a Private Client Banker within Branch Banking to act as the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive, growth-oriented approach.

Responsibilities include coordination with Specialists, promoting self-service options, and ensuring adherence to regulatory banking requirements, with weekend/evening hours as needed.