Private Client Banker - Medford and Clementon (New Builds) - South Jersey 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, disciplined, advice-based approach to generate growth in balances and ensure clients receive products and services suited to their needs. You also help acquire new clients by soliciting referrals and developing internal and external sources, and connect customers with specialists for more complex financial needs. The role includes helping clients use convenient self-service banking options and complying with banking policies, procedures, and regulatory requirements. The position requires work during branch hours, including weekends and some evenings. Securities and insurance licensing requirements apply, and the position also requires NMLS registration under the SAFE Act and compliance with Dodd Frank/Truth in Lending Act requirements.
Requirements
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- At least one year of Branch Banking Banker or equivalent financial-services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
- High school degree, GED, or foreign equivalent.
- Compliance with Dodd Frank/Truth in Lending Act requirements.
- Adherence to policies, procedures, and regulatory banking requirements.
- Ability to work branch hours, including weekends and some evenings.
- If not already registered, pass the Securities Industry Essential (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete these requirements within 180 days of starting the role.
- Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration, upon active employment; maintain compliance with SAFE Act registration, annual renewal, and update requirements.
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 using an advice-based approach and ensure clients receive appropriate products and services.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists.
- Help clients set up self-service options for account access 24 hours a day, seven days a week.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Generate growth in client balances through proactive relationship management.
Benefits
- Competitive total rewards package, including base salary.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
