Private Client Banker - Chase Plaza - 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 responsible for managing relationships with Chase's affluent clients, delivering advice-based financial solutions, partnering with Specialists to connect customers with experts, guiding clients to self-service options, and driving growth through referrals while ensuring regulatory compliance and a strong client-focused experience.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or to be completed within 180 days
- Adherence to Dodd-Frank/Truth in Lending Act
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.