Private Client Banker - North Massapequa, NY

JPMorgan Chase & Co. • North Massapequa, NY

1d • $25 - $33 • Onsite

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 branch customers. You manage clients’ complete banking relationships across the company, using a proactive, disciplined, advice-based approach to grow balances and ensure clients receive products and services suited to their needs. You also help acquire new clients by soliciting referrals and developing internal and external sources, and connect customers with specialists for specialized financial needs. The role includes helping clients use self-service account options and adhering to banking policies, procedures, and regulatory requirements. The position requires working branch hours, including weekends and some evenings.

This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies candidates. The role also requires NMLS registration under the SAFE Act of 2008, or updating an existing registration, immediately after starting employment, as well as timely annual renewals and required updates. Continued employment depends on compliance with these 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 or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Beginning October 1, 2018, candidates not currently registered must pass the Securities Industry Essential (SIE) exam, FINRA Series 6/7, required state registration (including 63 or 66 if required), and Life licenses, or successfully complete these within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Meet the Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; a felony conviction within the last seven years disqualifies candidates.
• Register with the NMLS under the SAFE Act of 2008, or update an existing registration, immediately after starting employment; complete annual renewals and required updates.

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 clients receive 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 accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Adhere to policies, procedures, and regulatory banking requirements.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Manage client banking relationships across the company and proactively grow balances.

What This Job Offers

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