Private Client Banker- Edison Branch - New Jersey Middlesex Somerset Market

JPMorgan Chase & Co. • Edison, NJ

1d • $25 - $33 • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the primary contact for a select group of Chase’s affluent clients and other branch customers. You manage clients’ banking relationships across the company using a proactive, advice-based approach to grow balances and ensure customers receive suitable products and services. You also help acquire new clients by soliciting referrals and developing internal and external sources, and connect customers with specialists for more specialized financial needs. The position requires adherence to banking policies, procedures, and regulatory requirements, including applicable licensing and registration requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 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.
• If not already registered, pass the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, required state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including applicable employment screening requirements.
• Have a 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.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting, and comply with 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 through an advice-based approach, ensuring each client receives products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists.
• Help clients access their accounts conveniently by sharing and setting up self-service options available 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.

Benefits

• Competitive total rewards package, including base salary; eligible roles may also receive commission-based pay and/or discretionary incentive compensation.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED