Private Client Banker - Forked River Branch - New Jersey Monmouth Ocean Market

JPMorgan Chase & Co. • Lacey Township, NJ

1d • $23 - $30 • 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 customers in the branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You help acquire new clients by actively soliciting referrals and developing internal and external sources.

The role focuses on helping customers make the most of their money through education and advice tailored to their financial needs. You share the value of Chase Private Client with eligible clients, take an advice-based approach to managing banking relationships, and partner with specialists to connect customers with support for specialized financial needs. The position requires adherence to banking policies, procedures, and regulatory requirements, and the ability to work branch hours, including weekends and some evenings.

The position is subject to Dodd Frank/Truth in Lending Act requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting the applicable qualification, registration, renewal, and update 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 currently registered, complete the Securities Industry Essentials (SIE) exam, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Register on the NMLS, or update an existing registration as necessary, upon active employment; continued employment depends on SAFE Act compliance, including registration immediately after starting and timely annual renewal and updates.
• Meet the firm’s financial responsibility, good character, and general fitness requirements for Loan Originators.

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 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.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by actively soliciting referrals and developing internal and external sources.
• Manage clients’ complete banking relationships across the company and proactively generate growth in their balances.

Benefits

• Competitive total rewards package, including base salary; eligible roles may 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.
• Additional benefits and programs based on eligibility.

What This Job Offers

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