Private Client Banker - Toms River Rte 37 W Branch- NJ Monmouth Ocean Market
On-site · Toms River, New Jersey, United States
Job Summary
Private Client Banker at Chase Branch in Toms River, NJ. Responsibilities include actively managing clients’ banking relationships with an advice-based approach, recommending banking solutions, soliciting referrals, educating clients on technology (Chase Mobile App, Chase.com, ATMs), and ensuring compliance with regulatory requirements. Requires 1+ year of branch banking or financial services sales experience, strong communication skills, ability to resolve client issues, and flexibility to work branch hours including weekends/evenings. Licensing requirements include SIE, FINRA Series 6, state registration (63 if required), and Life licenses with JPMorgan Chase providing support to obtain licenses within 180 days. Preferred qualifications include college degree or military equivalent and experience with affluent clients; the role is subject to Dodd-Frank/Truth in Lending Act qualification considerations and NMLS registration requirements.
Required Qualifications
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
- All unlicensed applicants must obtain their licenses though JPMC’s licensing program within 180 days of hire, study materials and support provided.
- 1+ year Branch Banking Banker or equivalent experience in Financial Services sales with proven success in acquiring new clients, deepening relationships, and revenue generation.
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