Private Client Banker - Radio City - New York, NY
About The Position
As a Private Client Banker in a Chase Branch, you represent the Chase brand and culture by delivering welcoming, attentive service and banking solutions to affluent clients and other branch clients. You manage clients’ banking relationships across the company through a proactive, advice-based approach, helping grow their balances and recommending products and services that meet their financial needs. You also help acquire new clients by soliciting referrals and developing internal and external sources. The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting the applicable qualification, registration, renewal, and update requirements. Unlicensed applicants must obtain the specified securities and insurance licenses through JPMC’s licensing program within 180 days of hire.
Requirements
- At least 1 year of Branch Banking Banker experience or equivalent financial-services sales experience, with demonstrated success acquiring clients, deepening relationships, and generating revenue.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
- 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 completing required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain licenses 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; employment offer is contingent on JPMC review of relevant background and financial-responsibility information.
- Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act upon active employment, 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 client experience; explain the value of Chase Private Client to eligible clients.
- Manage assigned clients and their banking relationships using an advice-based approach, recommending products and services suited to their financial needs.
- Communicate clearly and consultatively, asking questions and listening to understand and anticipate client needs.
- Educate clients about and connect them to digital banking solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn banking products, services, and procedures quickly and accurately; consult with clients and connect them with specialists for complex financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Acquire new clients by soliciting referrals and developing internal and external sources.
- Work branch hours, including weekends and some evenings.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
