Private Client Banker
Not Disclosed•Full-TimeOn-site
location_on64-02, Traffic Avenue, Ridgewood, Queens, Queens County, New York, 11385, United States
About the Role
At Chase, our mission is to help people make the most of their money so they can make the most of their lives. As a Private Client Banker in Branch Banking, you will be the primary point of contact for a select group of our affluent clients, as well as other customers within the branch. Your role is to manage complete banking relationships using a proactive, disciplined approach to generate growth in client balances.
You will embody our Customer Promise by building lasting relationships and ensuring clients feel welcomed and valued. This involves sharing the value of Chase Private Client, connecting customers with specialists like Private Client Advisors and Mortgage Bankers for specialized needs, and making lives more convenient by setting up 24/7 self-service options. Success in this role requires a strong commitment to diversity and inclusion, doing the right thing, and exceeding expectations through an advice-based approach.
Work location
Work model: On-site
64-02, Traffic Avenue, Ridgewood, Queens, Queens County, New York, 11385, United States
New York, New York
Key Responsibilities
- check_circleManage complete banking relationships for select affluent clients using a proactive approach
- check_circlePartner with specialists to connect customers to experts for specialized financial needs
- check_circleAdhere to all policies, procedures, and regulatory banking requirements
Similar Job Opportunities
Skills, education and keywords
Skills: Securities Industry Essential, Finra Series 6, Finra Series 7, Life Licenses, Dodd Frank, Truth In Lending Act, NMLS, Safe Act.
Education: High school degree, GED, or foreign equivalent required; College degree or military equivalent preferred.
Frequently asked questions about Private Client Banker at JPMorganChase
What does a Private Client Banker at JPMorganChase do?expand_more
Day-to-day, the Private Client Banker at JPMorganChase will manage complete banking relationships for select affluent clients using a proactive approach; partner with specialists to connect customers to experts for specialized financial needs; adhere to all policies, procedures, and regulatory banking requirements; and share the value of chase private client with eligible clients to drive growth.
What are the requirements for this Private Client Banker role?expand_more
JPMorganChase is looking for candidates who meet the following requirements: High school degree, GED, or foreign equivalent; 1+ year Branch Banking Banker or equivalent experience in financial services; Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses; Compliance with Dodd Frank/Truth in Lending Act; NMLS registration under the SAFE Act of 2008; and No felony conviction within the last seven years.
Where is the Private Client Banker role at JPMorganChase located?expand_more
Private Client Banker at JPMorganChase is based in 64-02, Traffic Avenue, Ridgewood, Queens, Queens County, New York, 11385, United States. This is a on-site role.