Wealth Relationship Banker — Private Client

JP Morgan Chase; Marlton (NJ); Vor Ort; USD 55.000 - 90.000; Vollzeit

Zusammenfassung

JP Morgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage complete banking relationships, driving growth and helping clients access education and tailored financial advice.

The role emphasizes relationship-building, proactive referrals, and collaboration with specialists to meet complex financial needs. Weekend/evening hours are required.

Qualifikationen

• 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 of starting
• Compliance with Dodd Frank/Truth in Lending Act
• National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; ongoing compliance and renewal after start date
• High school degree, GED, or foreign equivalent

Aufgaben

• 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 for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Kenntnisse

Excellent communication skills

Relationship building with affluent客户

Ausbildung

College degree or military equivalent

Jobbeschreibung

JP Morgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage complete banking relationships, driving growth and helping clients access education and tailored financial advice.

The role emphasizes relationship-building, proactive referrals, and collaboration with specialists to meet complex financial needs. Weekend/evening hours are required.