Talent.com
Private Client Banker - Greenpoint - Brooklyn, NY

Private Client Banker - Greenpoint - Brooklyn, NY

Veterans StaffingBrooklyn, NY, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Private Client Banker In Branch Banking

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job Responsibilities

  • Shares the value of Chase Private Client with clients that may be eligible
  • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day / 7 days a week
  • Adheres to policies, procedures, and regulatory banking requirements

Required Qualifications, Capabilities, and Skills

  • 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
  • Ability to work branch hours, including weekends and some evenings
  • Preferred Qualifications, Capabilities, and Skills

  • 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
  • Dodd Frank / Truth in Lending Act

    This position is subject to the Dodd Frank / Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act / Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements can be found at https : / / mortgage.nationwidelicensingsystem.org / Safe / SitePages / default.aspx .

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer / Disability / Veterans

    Base Pay / Salary Brooklyn,NY $25.00 - $32.69 / hour

    serp_jobs.job_alerts.create_a_job

    Private Banker • Brooklyn, NY, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Licensed Private Client Banker

    Licensed Private Client Banker

    KeyCorpOssining, NY, US
    serp_jobs.job_card.full_time
    Location : 170 South Highland Avenue - Ossining, New York 10562.Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    U.S. Private Bank - Private Banker - Brooklyn, NY

    U.S. Private Bank - Private Banker - Brooklyn, NY

    ChaseNew York, NY, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Banker

    Private Banker

    Morgan StanleyPurchase, NY, US
    serp_jobs.job_card.full_time
    Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management.Wealt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Client Banker - Third Ave and 51st St. - New York, NY

    Private Client Banker - Third Ave and 51st St. - New York, NY

    ChaseNew York, NY, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    JPMorgan Private Client Relationship Manager New York, NY

    JPMorgan Private Client Relationship Manager New York, NY

    ChaseNew York, NY, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Client Office Banker

    Private Client Office Banker

    Flagstar BankNew York, NY, US
    serp_jobs.job_card.full_time
    Job Summary : The Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office.This role will provid...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Private Client Advisor

    Associate Private Client Advisor

    KeyCorpPearl River, NY, US
    serp_jobs.job_card.full_time
    Associate Private Client Advisor.Location : 93 N Middletown Rd - Pearl River, New York 10965.The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mas...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Account Associate, Private Client Group

    Account Associate, Private Client Group

    PIMCONew York, NY, US
    serp_jobs.job_card.full_time
    Account Associate (AA), Private Client Group.PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Banking Consulting Client Partner

    Banking Consulting Client Partner

    NTT DATANew York, NY, US
    serp_jobs.job_card.full_time
    Banking Consulting Client Partner.NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Client Care Associate

    Client Care Associate

    Piermont BankNew York, NY, US
    serp_jobs.job_card.full_time
    Piermont Bank is a tech-enabled digital commercial bank founded in 2019 with a mission of changing the face and pace of banking. It provides an unprecedented experience that blends the best of banki...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Partner

    Client Partner

    ClifyXNew York, NY, US
    serp_jobs.job_card.full_time
    Top skills we are looking for : Capital markets portfolio in NYC / JC, Sales Target ownership and client relationship mgmt, 13-15 years of experience.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Banking Consulting Client Partner

    Banking Consulting Client Partner

    USA JobsNew York, NY, US
    serp_jobs.job_card.full_time
    Banking Consulting Client Partner.NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Private Banker - Director

    Private Banker - Director

    Deutsche BankNew York, NY, US
    serp_jobs.job_card.full_time
    As a Private Banker within Wealth Management you will develop, manage, and retain client relationships.You will be responsible for the acquisition of assets through expanding existing client relati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Client Relationship Manager

    Private Client Relationship Manager

    Emigrant BankNew York, NY, US
    serp_jobs.job_card.full_time
    Private Client Relationship Manager.Position : Private Client Relationship Manager.Department : Personal Risk Management. Reports To : Chief Operating Officer.Employment Status : Full-Time, Exempt.Offic...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    U.S. Private Bank - Private Banker - Associate

    U.S. Private Bank - Private Banker - Associate

    ChaseGarden City, NY, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Texas Client Partner

    Texas Client Partner

    VirtualVocationsElizabeth, New Jersey, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Partner in Texas.Key Responsibilities Develop and maintain relationships with clients to drive business growth Identify and pursue new business opportunities wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Associate

    Client Associate

    Neuberger BermanNew York, NY, US
    serp_jobs.job_card.full_time
    High-Net-Worth Client Service Representative.Serve as a primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Partner (BFSI) - Investment Banking & Capital Markets

    Client Partner (BFSI) - Investment Banking & Capital Markets

    ThoughtworksNew York, NY, US
    serp_jobs.job_card.full_time
    Client Partner (BFSI) - Investment Banking & Capital Markets.Thoughtworks is seeking to expand our BFSI Commercial Team focused on Go-to-Market activity, representing Thoughtworks with some of our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Client Banker - Staten Island, NY

    Private Client Banker - Staten Island, NY

    ChaseStaten Island, NY, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Client Advisor II

    Private Client Advisor II

    Bank of AmericaForest Hills, NY, US
    serp_jobs.job_card.full_time
    Bank of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30