Fairygodboss
Private Client Banker - Summit, NJ - NJ Morris County Market
Fairygodboss, Summit, New Jersey, us, 07902
Private Client Banker - Summit, NJ - NJ Morris County Market
Why you should apply for a job to JPMorgan Chase:
61%
say women are treated fairly and equally to men 77%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Position summary
Developing internal and external sources. Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship 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 them with specialized financial needs Makes lives of clients 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, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year 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 you are not currently registered, the Securities Industry Essential (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 degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills
College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on review of criminal conviction history, credit report, and other relevant information to demonstrate financial responsibility, good character, and fitness. Any felony conviction within the last seven years will disqualify you. Continued employment depends on compliance with these regulations and successful registration with NMLS as required, with details available at:
NMLS website . About us
JPMorgan Chase is a leading financial services firm, helping households and small businesses achieve their financial goals. We offer a competitive rewards package including salary, bonuses, benefits, health coverage, retirement plans, and more. We value diversity and are an equal opportunity employer, committed to inclusion and reasonable accommodations for all applicants and employees. About the team
Our Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, with high customer satisfaction.
#J-18808-Ljbffr
Why you should apply for a job to JPMorgan Chase:
61%
say women are treated fairly and equally to men 77%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Position summary
Developing internal and external sources. Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship 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 them with specialized financial needs Makes lives of clients 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, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year 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 you are not currently registered, the Securities Industry Essential (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 degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills
College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on review of criminal conviction history, credit report, and other relevant information to demonstrate financial responsibility, good character, and fitness. Any felony conviction within the last seven years will disqualify you. Continued employment depends on compliance with these regulations and successful registration with NMLS as required, with details available at:
NMLS website . About us
JPMorgan Chase is a leading financial services firm, helping households and small businesses achieve their financial goals. We offer a competitive rewards package including salary, bonuses, benefits, health coverage, retirement plans, and more. We value diversity and are an equal opportunity employer, committed to inclusion and reasonable accommodations for all applicants and employees. About the team
Our Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, with high customer satisfaction.
#J-18808-Ljbffr