Private Client Banker - Bay Ridge - Brooklyn, NY
On-site · Brooklyn, New York, United States
Brooklyn, New York, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Banker in Branch Banking at Chase, focused on managing an affluent client's banking relationship, proactively delivering education and tailored advice, partnering with Specialists to connect clients to experts, enabling convenient access through self-service options, and driving growth by acquiring new clients while ensuring compliance with banking regulations.
Required Qualifications
- 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
- Securities Industry Essentials (SIE) exam
- FINRA Series 6/7
- state registration (including 63 or 66 if required)
- Life licenses
- Compliance with Dodd Frank/Truth in Lending Act
- High school degree, GED, or foreign equivalent
- Ability to work branch hours, including weekends and some evenings
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