Talent.com
Private Client Banker - Madison Ave and 72nd St - New York, NY
Private Client Banker - Madison Ave and 72nd St - New York, NYNYC Staffing • New York, NY, US
Private Client Banker - Madison Ave and 72nd St - New York, NY

Private Client Banker - Madison Ave and 72nd St - New York, NY

NYC Staffing • New York, NY, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Private Client Banker in Branch Banking

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. 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, utilizing 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.

Job Responsibilities

  • Shares the value of Chase Private Client with clients that may be eligible
  • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day / 7 days a week
  • Adheres to policies, procedures, and regulatory banking requirements

Required Qualifications, Capabilities, and Skills

  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
  • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
  • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6 / 7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
  • Compliance with Dodd Frank / Truth in Lending Act
  • High school degree, GED, or foreign equivalent
  • Adherence to policies, procedures, and regulatory banking requirements
  • Ability to work branch hours, including weekends and some evenings
  • Preferred Qualifications, Capabilities, and Skills

  • Excellent communication skills
  • College degree or military equivalent
  • Experience cultivating relationships with affluent clients
  • Strong team orientation with a commitment of long-term career with the firm
  • This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer / Disability / Veterans

    Base Pay / Salary New York,NY $25.00 - $32.69 / hour

    [job_alerts.create_a_job]

    Private Banker • New York, NY, US

    [internal_linking.similar_jobs]
    Private Client Banker - Fair Haven, NJ - NJ Monmouth County Market

    Private Client Banker - Fair Haven, NJ - NJ Monmouth County Market

    New Jersey Staffing • Fair Haven, NJ, US
    [job_card.full_time]
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tech-Focused Investment Banking Associate (Hybrid)

    Tech-Focused Investment Banking Associate (Hybrid)

    Financial Technology Partners • New York, NY, United States
    [job_card.full_time]
    A leading investment banking firm, Financial Technology Partners, is seeking an Investment Banking Associate to join their team in San Francisco. This role involves significant responsibilities in t...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Associate Private Client Advisor

    Associate Private Client Advisor

    KeyCorp • Pearl River, NY, US
    [job_card.full_time]
    Associate Private Client Advisor.Location : 93 N Middletown Rd - Pearl River, New York 10965.The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mas...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Bank Associate - New York, NY

    Private Bank Associate - New York, NY

    NY Staffing • New York, NY, US
    [job_card.full_time]
    Responsibilities include but are not limited to : .Provide excellent service to International Private Banking clients in a professional manner and ensure a personalized client experience at each touc...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Licensed Private Client Banker

    Licensed Private Client Banker

    KeyBank • Suffern, New York, USA
    [job_card.full_time]
    Route 59 - Suffern New York 10901.Be a problem solver trusted advisor and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client-Centric Relationship Banker - Brooklyn

    Client-Centric Relationship Banker - Brooklyn

    JPMorgan Chase & Co. • New York, NY, United States
    [job_card.full_time]
    A leading financial services firm is seeking a Relationship Banker in Brooklyn, NY.You will manage client relationships, educate clients on banking products, and deliver exceptional service.The ide...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Private Client Banker - Park Ave and 32nd St - New York, NY

    Private Client Banker - Park Ave and 32nd St - New York, NY

    NYC Staffing • New York, NY, US
    [job_card.full_time]
    Private Client Banker in Branch Banking.You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Banking Associate / Senior Associate, Mergers and Acquisitions ("M&A") - New York

    Investment Banking Associate / Senior Associate, Mergers and Acquisitions ("M&A") - New York

    Citigroup • New York, NY, US
    [job_card.full_time]
    Investment Banking Associate / Senior Associate, Mergers and Acquisitions (M&A) - New York.Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedic...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker, Avenue J, Brooklyn, NY

    Relationship Banker, Avenue J, Brooklyn, NY

    Banco Santander SA • New York, NY, United States
    [job_card.full_time]
    Relationship Banker, Avenue J, Brooklyn, NYCountry : United States of America • •Your Journey Starts Here : • •Santander is a global leader and innovator in the financial services industry.We believe tha...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Associate Private Wealth Management

    Client Associate Private Wealth Management

    Neuberger Berman • New York City, New York, USA
    [job_card.full_time]
    NB Private Wealth is Neuberger Bermans direct-to-client wealth and investment management business.Managing $70b in client assets across 40 seasoned wealth and investment teams with access to a deep...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate

    Client Service Associate

    Corps Team • New York, NY, US
    [job_card.temporary]
    Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 5+ month contract in either Seattle, WA or New York, NY.This role is hybrid wi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate, Investment Banking – Industrials, New York

    Associate, Investment Banking – Industrials, New York

    Moelis & Company • New York, NY, United States
    [job_card.full_time]
    Associate, Investment Banking – Industrials, New York page is loaded## Associate, Investment Banking – Industrials, New Yorklocations : New Yorktime type : Full timeposted on : Posted 5 Days Ago...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Partner Banking and Capital Markets

    Client Partner Banking and Capital Markets

    iShare Inc • New York, NY, US
    [job_card.full_time]
    We are seeking an experienced and forward-thinking Vice President to lead business development and client engagement initiatives within the. The ideal candidate will have deep domain expertise in as...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Floating Branch Banking Consultant II — Client Advisor

    Floating Branch Banking Consultant II — Client Advisor

    Flagstar Bank • New York, NY, United States
    [job_card.full_time]
    A financial services organization seeks a Branch Banking-Client Consultant II-Float in Brooklyn, NY.The ideal candidate will provide exceptional financial services, drive sales growth, and ensure a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Commercial - Private Banking Support Associate

    Commercial - Private Banking Support Associate

    BankUnited • New York, NY, United States
    [job_card.full_time]
    The primary goal of the Commercial PB Support Associate position is to support the sales and service excellence objectives of the New York Banking Operations. ESSENTIAL DUTIES AND RESPONSIBILITIE...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Banker - Cobble Hill - Brooklyn, NY

    Private Client Banker - Cobble Hill - Brooklyn, NY

    J.P. Morgan • New York, NY, United States
    [job_card.full_time]
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Care Relationship Associate

    Client Care Relationship Associate

    Piermont Bank • New York, NY, US
    [job_card.full_time]
    Client Care Relationship Associate.The Client Care Relationship Associate is an integral part of Piermont Bank's Client Care team. It focuses on supporting account growth and delivering superior cli...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Equity Associate

    Private Equity Associate

    Brown Brothers Harriman • New York, NY, US
    [job_card.full_time]
    Associate, BBH Capital Partners Private Equity.At BBH, partnership is more than a form of ownershipit's our approach to business and relationships. We know that supporting your professional and pers...[show_more]
    [last_updated.last_updated_30] • [promoted]