CCB - Private Client Banker - Morris County, NJ (Series 6 & 63 Preferred)

Jpmorgan Chase & Co. Cedar Knolls , NJ 07927

Posted 2 weeks ago

Apply Now

CCB - Private Client Banker - Morris County, NJ (Series 6 & 63 Preferred)

Req #: 180099775

Location: Cedar Knolls, NJ,US

Job Category: Relationship Management/Sales

Job Description:

At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting edge financial technology you'll be front and center representing our brand, and providing superior customer service, to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, and want to join an exemplary team, then join us at JP Morgan Chase.

You have a proven record for delivering outstanding service to clients. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. You have established relationships within a company to deliver for clients. Apply these talents as a Private Client Banker and help drive the client banking experience at Chase through our Private Client Services offerings.

Job Description:

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.

Responsibilities:

You'll be the clients' personal advocate at Chase, adding value to the relationship by.

  • Sharing the value of Chase Private Client with clients that may be eligible

  • Actively managing their banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs

  • Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs

  • Making 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

  • Adhering to policies, procedures and regulatory banking requirements

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.aspx.

  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepening clients relationships

  • Experience cultivating relationships with affluent clients is strongly preferred

  • 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 120 days of starting the role

  • Compliance with Dodd Frank/Truth in Lending Act*

  • Strong team orientation with a commitment of long-term career with the firm

  • Excellent communication skills

  • College degree or military equivalent strongly preferred; 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

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Lead Field Engineer Project Manager

ABB LTD

Posted 2 days ago

VIEW JOBS 11/11/2018 12:00:00 AM 2019-02-09T00:00 Industrial Solutions empowers smarter business operations by connecting equipment, software, and services to protect, control, and optimize assets within electrical infrastructures. Across multiple energy-intensive industries, the business provides customers with end-to-end product and service solutions that help ensure the reliability and protection of their electrical infrastructure.The Lead Field Engineer, Project Manager works as a lead member of a work group to meet assigned objectives. In this role you will work within defined parameters to make decisions, apply concepts to issues of moderate complexity, and resolve issues through immediate action or short-term planning. IN this role you will demonstrate accountability for functional, business, and broad company objectives. 2019-01-18 Senior professionals ( > 5 years of work experience) Tasks: Typical duties/responsibilities may include, but are not limited to, the following: * Be the primary customer contact for the duration of each project through commissioning. * Resolve specification issues, handle correspondence, provide periodic updates, ensure customer satisfaction, and negotiate / coordinate with staff as appropriate * Manage project risk issues including receivables, claims, contract changes, margin enhancement, and effective project closeout * Manage all commercial aspects of large and small projects. * Assist engineers in collecting change orders and warranty time, and ensure engineers deliver appraisal reports in a timely manner. * Lead project team through a regular system of contract reviews to identify & manage risks, monitor operational performance against the agreed timescales, and instigates corrective action where appropriate * Champion of all aspects of service quality & technical delivery of all projects * Be responsible for all financial aspects of project management including the establishment of systems to regularly review costs, invoicing, and cash collection * Ensure compliance with all corporate commercial practices and standards * Be responsible for training & education of all direct employees in the principles of project management * Manage matrix of employees covering the functions of project resource planning, equipment preparation & mobilization, applications engineering, field operations, data analysis & customer reporting, purchasing, and project accounts * Lead the project teams to effectively execute projects using project routines in the areas of engineering, procurement, and construction * Coordinate resolution of issues using change management and ensure timely collection of monies * Immediately after project completion, facilitate the quantification and documentation of project performance with both the project team and customer * Utilize "My Projects" software. * Ensure all EHS policies are adhered to and assist engineers with EHS SDSP, LDSP. Constant training and support on EHS issues. * Stay abreast of NY and NJ policies that affect onsite work. Requirements: Basic Qualifications: * Bachelor's Degree from an accredited university or college * Minimum 5 additional years of experience in project management, preferably in the delivery of engineering services within a commercial environment * Minimum 3 years of experience in a management role Preferred Qualifications: * Six Sigma training or equivalent quality training * Experience managing 5-10 engineers * Experience with commercially managing large value projects * Experience with Primavera project management software * Experience working with global teams / partners * Familiar with modern project management techniques & software systems, including global resource planning systems * Familiar with contract terms * Demonstrated ability to manage multiple projects simultaneously * Committed to maintaining the highest standards of service quality in all aspects of project delivery * Strong organizational, analytical, and problem-solving abilities * Strong oral and written communications skills * Strong interpersonal and leadership skills * Ability and willingness to travel, as required Eligibility Requirements: * Candidate must be legally authorized to work in the United States for this opening. The position does not support Visa sponsorship now or in the future. * Any offer of employment is conditioned upon the successful completion of a background investigation and drug screen. Additional information Equal Employment Opportunity and Affirmative Action at ABB ABB is an Equal Employment Opportunity (EEO) and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, creed, color, ancestry, religion, sex, national origin, citizen status, age, sexual orientation, gender identity, disability, marital status, family medical leave status, or protected veterans status. For more information regarding your (EEO) rights as an applicant, please visit the following websites: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www1.eeoc.gov/employers/poster.cfm. http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf As an Equal Employment Opportunity and Affirmative Action Employer, applicants may request to review the Affirmative Action Plan of a particular ABB facility between the hours of 9:00 A.M. - 5:00 P.M. EST Monday through Friday by contacting an ABB HR Representative at 1-888-694-7762. Protected veterans and qualified individuals with a disability may request a reasonable accommodation if you are unable or limited in your ability to use or access ABB's career site as a result of your disability. You may request reasonable accommodations by calling an ABB HR Representative at 1-888-694-7762 or by sending an email to US-AskHR@abb.com. Resumes and applications will not be accepted in this manner. Location: Cedar Knolls, New Jersey, USA Contract type: Regular/Permanent Business unit: EP Industrial Solutions Date posted: 2018-11-11 Job function: Service and Maintenance Publication ID: US67355203_E1 ABB (ABBN: SIX Swiss Ex) is a pioneering technology leader in power grids, electrification products, industrial automation and robotics and motion, serving customers in utilities, industry and transport & infrastructure globally. Continuing a history of innovation spanning more than 130 years, ABB today is writing the future of industrial digitalization with two clear value propositions: bringing electricity from any power plant to any plug and automating industries from natural resources to finished products. As title partner in ABB Formula E, the fully electric international FIA motorsport class, ABB is pushing the boundaries of e-mobility to contribute to a sustainable future. ABB operates in more than 100 countries with about 147,000 employees. www.abb.com ABB LTD Cedar Knolls NJ

CCB - Private Client Banker - Morris County, NJ (Series 6 & 63 Preferred)

Jpmorgan Chase & Co.