Private Client Banker - Brooklyn West - Brooklyn, NY

JPMorgan Chase & Co. • New York, NY

1d • $25 - $33 • Onsite

About The Position

As a Private Client Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and banking solutions to affluent clients and other branch customers. You manage clients’ banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances, recommend appropriate products and services, and acquire new clients through referrals and internal and external sources. You also connect clients with specialists for more complex financial needs and help them use Chase digital banking tools.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of branch banking banker experience or equivalent financial-services sales experience, with success acquiring clients, deepening relationships, and generating revenue.
• Ability to create memorable client experiences.
• Excellent in-person and telephone communication skills, including tailoring product and service features and benefits to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Applicants without licenses must obtain them through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with applicable criminal-history, credit-report, and NMLS reviews.
• Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, and complete required annual renewals and updates.

Nice To Haves

• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment; explain the value of Chase Private Client to eligible clients.
• Manage assigned clients’ banking relationships and recommend products and services based on their financial needs.
• Communicate consultatively, ask questions, listen, anticipate client needs, and build trust.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures and collaborate with specialists to support clients’ financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Acquire new clients through referrals and the development of internal and external sources.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED