Private Client Banker- New Jersey Middlesex Somerset Market
On-site · Metuchen, New Jersey, United States
Metuchen, New Jersey, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Client Banker in Branch Banking focused on managing relationships with Chase’s affluent clients and other customers, delivering advice-based banking solutions, collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, guiding clients to self-service options, and supporting growth through referrals while maintaining compliance with regulatory banking requirements.
Required Qualifications
- High school degree, GED, or foreign equivalent
- 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*
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
- Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be successfully completed within 180 days of starting the role
- NMLS registration requirements under SAFE Act of 2008
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