Private Client Banker - New Jersey Bergen East Market

JPMorganChase • Paramus, NJ

1d • Onsite

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 branch customers. You manage their banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and connect clients with appropriate products and services. You also help acquire new clients by soliciting referrals and developing internal and external sources.

The role focuses on helping customers make the most of their money through education and tailored financial advice, while providing a welcoming and valued customer experience. It requires adherence to banking policies, procedures, and regulatory requirements, and includes NMLS registration obligations under the SAFE Act and qualification requirements under the Dodd Frank/Truth in Lending Act.

Requirements

• At least 1 year of Branch Banking Banker experience or equivalent financial services experience, with verifiable success in new-client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• High school degree, GED, or foreign equivalent.
• Meet securities licensing requirements: SIE exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses; if not currently registered, successfully complete them within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including the required review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Obtain and maintain NMLS registration under the SAFE Act, including registration or updating registration after starting and completing annual renewals and required updates.
• 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.
• Manage banking relationships through an advice-based approach and ensure clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for their 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 actively soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

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