JPMorganChase
Private Client Banker - Fair Haven, NJ - NJ Monmouth County Market
JPMorganChase, Fair Haven, New Jersey, us, 07704
Overview
Private Client Banker - Fair Haven, NJ - NJ Monmouth County Market You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
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
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
Excellent communication 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
Regulatory and Compliance This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration. Your continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. The role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment you will be required to register on NMLS or update your existing registration to reflect employment with JPMorgan Chase. Continued employment is contingent on compliance with the SAFE Act and timely renewal and updates. Review of information provided during the Chase application process may be transferred to NMLS. For more information about NMLS, visit: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Benefits include health care coverage, retirement savings plan, and more. Details about compensation and benefits will be provided during the hiring process.
Equal Opportunity We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes. We also provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead in credit card sales and deposit growth with robust digital solutions and high customer satisfaction.
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Private Client Banker - Fair Haven, NJ - NJ Monmouth County Market You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
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
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
Excellent communication 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
Regulatory and Compliance This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration. Your continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. The role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment you will be required to register on NMLS or update your existing registration to reflect employment with JPMorgan Chase. Continued employment is contingent on compliance with the SAFE Act and timely renewal and updates. Review of information provided during the Chase application process may be transferred to NMLS. For more information about NMLS, visit: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Benefits include health care coverage, retirement savings plan, and more. Details about compensation and benefits will be provided during the hiring process.
Equal Opportunity We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes. We also provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead in credit card sales and deposit growth with robust digital solutions and high customer satisfaction.
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