Chase Private Client Banker - Yorktown Heights, NY
JPMorgan Chase - Yorktown Heights, NY

This job posting is no longer available on JPMorgan Chase. Find similar jobs: Chase Private Client Banker jobs - JPMorgan Chase jobs



Job Description

The Private Client Banker is responsible for managing full-service banking relationships while delivering a superior service experience to a portfolio of affluent clientele. As the main point of contact for the client, the Banker's primary responsibility is to generate growth in the client's balances through the recommendation and referral of products across business lines utilizing a proactive and disciplined approach. A successful Banker will be expected to contribute to acquisition of new clients by actively soliciting referrals and developing internal and external sources.

As the banker serves as the clients' personal advocate at Chase, areas of focus will include, but are not limited to:

Actively managing the banking relationship and ensuring the client receives the best products, services and rates for his or her needs

Delivering an advice-based approach to product recommendations

Deepening relationships with clients by:
Demonstrating a team based approach in conjunction with a JPM Investment Advisor, to delivering our investment capabilities and identifying opportunities to bring new suitable money into the JPMorgan Investment Portfolio

Working with internal business partners to cross-market and promote Chase financial services and products such as home equity, mortgage, and small business where appropriate

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 re-register and move your previous registration to JPMorgan Chase's registration rolls. Your continued employment in this position with JPMorgan Chase is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process 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 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 the requirements of registration can be found at:


Minimum of two years as a Personal Banker or equivalent with verifiable success in new client acquisition, revenue generation and meeting targets

Experience deepening relationships with affluent customers is preferred

Series 6/7, Series 63/67(in states where required,) life licenses REQUIRED

Public Notary (can be obtained subsequent to hire)

Excellent communication skills

Demonstrated success using a Relationship-oriented approach to selling

Experience applying a value-added, needs-based selling approach

Strong team orientation with a commitment of long-term career growth with the firm

College degree preferred or High school degree/GED or foreign equivalent

Ability to work branch hours, including weekends and some evenings

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.


Client Management

Primary Location

US-NY-Yorktown Heights-Yorktown Commerce St / 40187


Retail Financial Services



Job Type



Day Job

Employee Status


JPMorgan Chase - 19 months ago - save job
About this company
5,918 reviews
At JPMorgan Chase, the work we do matters. All of us are committed to putting our resources and our voices to work every day for our...