Private Client Banker - GM Building - New York, NY
On-site · New York City, New York, United States
New York City, 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 serving a select group of Chase’s affluent clients, managing complete banking relationships, partnering with Specialists for specialized needs, guiding clients through self-service options, and ensuring compliance with regulatory requirements; requires relationship-building, acquisition and revenue generation skills, and capability to operate within branch hours including weekends/evenings.
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
- High school degree, GED, or foreign equivalent
- 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 completed within 180 days of starting the role
- Compliance with Dodd Frank/Truth in Lending Act
- Adherence to policies, procedures, and regulatory banking requirements
- NMLS registration required or to be updated upon active employment per SAFE Act requirements
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.