Private Client Banker - Hicksville, NY
On-site · Hicksville, New York, United States
Hicksville, 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 a Chase branch serves as the main contact for a select group of affluent clients, managing the complete banking relationship with an advice-based approach, actively acquiring new clients through referrals, partnering with specialists to address complex financial needs, and ensuring convenient access to self-service options while adhering to regulatory requirements and the Chase Customer Promise.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses (or must be completed within 180 days)
- 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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