2 Private Client Banker Phillipsburg, NJ Jobs in Phillipsburg, NJ

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Private Client Banker Phillipsburg, NJ

JPMC Candidate Experience page

Phillipsburg, NJ | Full Time

$75k-106k (estimate)

2 Months Ago

Private Client Banker Phillipsburg, NJ

JPMorgan Chase

Phillipsburg, NJ | Full Time

$75k-106k (estimate)

2 Months Ago

Private Client Banker Phillipsburg, NJ

$75k-106k (estimate)

Full Time 2 Months Ago

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JPMC Candidate Experience page is Hiring a Private Client Banker Phillipsburg, NJ Near Phillipsburg, NJ

You have an obsession 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’ll 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. You’ve successfully collaborated with colleagues and worked as part of a team to achieve business results.

As a Private Client Banker, 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’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job Responsibilities

Share the value of Chase Private Client with clients that may be eligible
Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
Make 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
Adhere 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
Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required
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 strongly preferred
Experience cultivating relationships with affluent clients is strongly preferred
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. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC 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 for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default

Job Summary

JOB TYPE

Full Time

SALARY

$75k-106k (estimate)

POST DATE

03/24/2024

EXPIRATION DATE

05/03/2024

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The job skills required for Private Client Banker Phillipsburg, NJ include Financial Services, Customer Relationship, Credit Reports, Commitment, Communication Skills, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Client Banker Phillipsburg, NJ. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Client Banker Phillipsburg, NJ. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Private Client Banker Phillipsburg, NJ positions, which can be used as a reference in future career path planning. As a Private Client Banker Phillipsburg, NJ, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Client Banker Phillipsburg, NJ. You can explore the career advancement for a Private Client Banker Phillipsburg, NJ below and select your interested title to get hiring information.

Private Client Banker Phillipsburg, NJ

Private Banker III

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If you are interested in becoming a Private Client Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Private Client Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Private Client Banker job description and responsibilities

Private bankers manage money and oversee financial activities for high net-worth clients while developing relationships with clients.

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Private bankers are typically assigned to clients of a specific bank branch.

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Private bankers account for a client's debt obligations and personal financial goals.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Private Client Banker jobs

To accomplish their primary goal of managing the money of high net-worth clients, Personal Bankers perform many tasks.

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Private bankers at different banks don’t necessarily offer the same services.

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Care about everything a client cares about that the bank doesn’t.

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Clients need to fulfill certain requirements to be eligible to benefit from private banking services.

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While a business degree helps, and an MBA looks even better on a personal banker's resume, a lot of local bank branches care less about educational credentials than about community reputation, networking ability, and affability.

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Step 3: View the best colleges and universities for Private Client Banker.

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