Private Client Banker - North Massapequa, NY

JPMorganChase • North Massapequa, NY

1d

About The Position

As a Private Client Banker in Branch Banking, 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 will manage their complete banking relationship across the company, using a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

The role focuses on helping customers make the most of their money through education and advice tailored to their financial needs, while building lasting relationships and providing a welcoming, valued experience. You will share the value of Chase Private Client with eligible clients, connect customers to specialists for more complex financial needs, and help clients use self-service options to access accounts at any time.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting the applicable qualification and registration requirements.

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 experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not currently registered, pass the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
• Comply with Dodd Frank/Truth in Lending Act qualification requirements, including applicable review of criminal conviction history, credit report, and NMLS information.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act immediately after starting, and complete required annual renewal and updates.
• High school degree, GED, or foreign equivalent.
• Adhere to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Nice To Haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and commitment to a long-term career with the firm.

Responsibilities

• Share the value of Chase Private Client with clients who may be eligible.
• Actively manage banking relationships through an advice-based approach, ensuring each client receives suitable products and services.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
• Help clients access their accounts around the clock by sharing and setting up self-service options.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Manage clients’ complete banking relationships across the company and generate growth in their balances.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

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