Private Client Banker - East Hampton, NY
On-site · East Hampton, New York, United States
East Hampton, 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 East Hampton, NY serves as the main point of contact for Chase’s affluent clients within the Branch, managing complete banking relationships, proactively generating growth, and collaborating with Specialists to connect clients to experts for specialized needs. The role emphasizes an advice-based approach, helping clients access self-service options 24/7, and ensuring compliance with banking regulations.
Required Qualifications
- 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 include 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
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