Private Client Banker - Smith Haven - Lake Grove, NY
On-site · Lake Grove, New York, United States
Lake Grove, 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 at Chase in Lake Grove, NY, delivers hospitality-focused banking solutions to affluent clients, manages complete banking relationships with a proactive approach, solicits referrals, educates clients on technology solutions (Chase Mobile App, Chase.com, ATMs), and collaborates with a team of experts to meet banking needs while adhering to regulatory requirements and branch hours.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
- All unlicensed applicants must obtain their licenses though JPMC’s licensing program within 180 days of hire, study materials and support provided.
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.