Private Client Banker - Broadway and Fulton St. - New York, NY
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Client Banker in Branch Banking; primary contact for a select group of Chase’s affluent clients, managing banking relationships and providing education and tailored advice to meet financial needs. Collaborates with Specialists to connect clients with experts for specialized needs; promotes self-service options to access accounts 24/7; adheres to regulatory requirements and corporate policies; drives growth through referrals and new client acquisition.
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
- 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
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