Private Client Banker - Audubon - New York, NY
About The Position
The Private Client Banker is the main point of contact for a select group of Chase’s affluent clients and other branch customers. The role manages clients’ complete banking relationships across the company through a proactive, disciplined, advice-based approach, helping grow client balances and providing products and services suited to their needs. The banker also acquires new clients by soliciting referrals and developing internal and external sources, and connects customers with specialists for financial needs that require expert assistance. The role is based in Branch Banking and supports Chase’s Customer Promise by providing education and financial advice tailored to customers’ needs. It requires compliance with banking policies and regulations, branch-hour availability, and the required securities, state, life insurance, and NMLS registrations or licensing.
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.
- If not already 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 requirements.
- 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.
- Register with the National Mortgage Licensing System and Registry (NMLS), or update an existing registration as needed, immediately after starting; maintain compliance with SAFE Act registration, annual renewal, and required updates.
- Employment is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information demonstrating financial responsibility, good character, and general fitness. A felony conviction within the last seven years disqualifies applicants.
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 products and services suited to their needs.
- 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 24 hours a day, seven days a week by sharing and setting up self-service options.
- Adhere to policies, procedures, and regulatory banking requirements.
- Acquire new clients by actively soliciting referrals and developing internal and external sources.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
