Private Client Banker- Edison Branch - New Jersey Middlesex Somerset Market
About The Position
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to grow balances and acquire new clients through referrals and internal and external sources. The role centers on helping customers make the most of their money by providing education and advice tailored to their financial needs, while building lasting relationships and helping customers feel welcomed and valued. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates from consideration. Continued employment depends on compliance with these requirements and the SAFE Act, including NMLS registration immediately after starting and timely annual renewals and updates.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least 1 year of Branch Banking Banker experience or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- If not already registered, pass the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses; these must be successfully completed within 180 days of starting the role.
- Comply with Dodd Frank/Truth in Lending Act requirements for Loan Originators, including required review and fitness determinations.
- Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration as necessary, immediately after starting; complete annual renewals and required updates on time.
- High school degree, GED, or foreign equivalent.
- Adhere to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
Nice To Haves
- Excellent communication skills.
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
- Strong team orientation and commitment to a long-term career with the firm.
Responsibilities
- Share the value of Chase Private Client with clients who may be eligible.
- Actively manage banking relationships through an advice-based approach, ensuring clients receive products and services suited to their needs.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
- Help clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Adhere to policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
