Private Client Banker- Journal Square Branch - NJ Waterfront Market

About the role

You will serve as the main point of contact for a select group of Chase’s affluent clients and other customers in the branch. You will manage their complete banking relationship across the company, using a proactive and disciplined approach to grow balances. You will also help acquire new clients by actively soliciting referrals and developing internal and external sources.

Responsibilities

• Shares the value of Chase Private Client with clients who may be eligible
• Actively manages clients’ banking relationships through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help with specialized financial needs
• Makes clients’ lives more convenient by sharing and setting up self-service options to access their accounts 24 hours a day, 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Required qualifications and capabilities

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year of Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
• Beginning Oct. 1, 2018, if not currently registered, the Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required—or must be successfully completed within 180 days of starting the role
• Compliance with Dodd-Frank/Truth in Lending Act
• High school diploma, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Preferred qualifications and capabilities

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment to long-term career with the firm