Private Client Banker - Cherry Hill Branch - Cherry Hill, NJ
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. You help acquire new clients by soliciting referrals and developing internal and external sources. The role provides education and advice tailored to clients’ financial needs and connects them with specialists when appropriate. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment is contingent on compliance with these requirements, including required registration and renewals.
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.
- Beginning October 1, 2018, candidates not already registered must 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, or successfully complete them 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.
- NMLS registration under the SAFE Act of 2008; registration or updates are required after starting, with timely annual renewal and required updates thereafter.
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 appropriate products and services.
- Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
- Help clients access 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.
- Solicit referrals and develop internal and external sources to acquire new clients.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
