Private Client Banker - Arden Heights - Staten Island, NY
JPMorganChase
Job Description 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. 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 Adherence to policies, procedures, and regulatory banking requirements 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 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 of registration can be found at: About Us 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 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 About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr JPMorganChase
$25 - $26.77 per hour
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...Infusion Sales Specialist) Brooklyn & Staten Island, New York Vivo Infusion is searching... ...base ~ Uncapped variable commission ~ Private Equity for the Greater Good - Company-... ...Location: ~26 Court ST, STE 1210, New York, NY 11242 ~78 Todt Hill RD, STE 110, Staten...SuggestedFull timeTemporary workWork at officeLocal areaRemote workFlexible hours- JPMorgan Chase & Co. in New York, NY, is seeking a Private Client Banker in Branch Banking to manage the complete banking relationship for a select group of affluent clients. You will actively solicit referrals, collaborate with specialists, and help clients access self...Private client
$70k - $90k
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$250k
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- Commercial & Private Bank Compliance Risk & Controls Associate Location New York, NY 10018 The Commercial & Private Bank Compliance Risk & Controls Associate will play... .... The Private Bank consists of Private Client Groups (PCGs) who are highly specialized in providing...Private clientMinimum wageLocal area
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$19 - $25 per hour
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...as well as International and Private Client services. As a Trust and Estate... ..., Washington State, or Rhode Island please see below. In addition... ..., veteran status, weight, height, or any other classification... ...MA; Braintree, MA; Buffalo, NY; Burlington, MA; Lincolnshire...Private clientFull timeWork at officeLocal areaRemote work- ...corner of 112 and Broadway - Morningside Heights. Morningside Heights is located in Upper... ...affectionately called StuyTown, is a large private residential development on the east side... ...town of Hewlett on the South Shore of Long Island. They offer adult primary care, and a...Full timeTraineeshipLocal area
- ...Job Description Job Description Immediate opening for a Private Banker with a regional financial institution focused on bridging the... ...highly consultative environment and enjoys serving successful clients with complex financial needs. If you have an established...Private clientFor contractorsWork at officeImmediate start
- ...the Northwell Health medical oncology and hematology program on Staten Island. We are seeking a dynamic leader in oncology care and... ...Northwell Health is New York State's largest health care provider and private employer, with 28 hospitals and 1,050 outpatient facilities....Full timeTraineeship
- JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers, managing their complete banking relationship with a proactive, advisory approach. You will partner with Private...Private client
- Chase is seeking a Private Client Banker in New York to manage affluent clients’ full banking relationships with an advisory approach. You will collaborate with specialists to connect clients to mortgage, advisory, and business services while promoting self-service options...Private client
$25 - $32.69 per hour
...about creating memorable experiences for our clients and employees, making them feel welcomed,... ...and inclusion. As a Relationship Banker in a Chase Branch, you will represent our... ...Opportunity Employer/Disability/Veterans Base Pay/Salary New York,NY $25.00 - $32.69 / hourImmediate startAfternoon shift$75k - $115k
...Physical Therapist – Long Island, NY FOX Rehabilitation is growing in Long Island and we’re looking for passionate, licensed Physical... ...care to older adults right where they live. Whether treating in private residences or within Senior Living Communities, you’ll help patients...Full timePart timeReliefH1bWork from homeVisa sponsorshipFlexible hours$211.28k - $316.92k
...York, United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiThe Investment... ...advice and after sales execution (in partnership with the Banker team)Leverage existing client relationships, local network and...Private clientFull timeLocal area$140k - $180k
...Job Description Title: Tax Manager, Private Client Group Department: Private... ...time Location: New York, NY, Boca Raton, FL, or Palm Beach Gardens,... ...Accounting and Consulting firm with a Long Island and Florida presence that provides...Private clientFull timeLocal area$38.25k
...Relationship Banker, Lexington Ave, NY Santander is a global leader and innovator in the financial services industry and is evolving from a... ...customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions...Hourly payFull timeWork experience placementWork at officeShift workAfternoon shift$100k - $135k
...Tax Credit, as well as International and Private Client services. This Tax Supervisor role will... ...based out of our Nashville, TN, New York, NY, Orlando, FL, or Whippany, NJ office.... ...disability or handicap, veteran status, weight, height, or any other classification protected...Private clientFull timeWork at officeLocal area$90k - $170k
...Tax Credit, as well as International and Private Client services. This Tax Supervisor role will... ...disability or handicap, veteran status, weight, height, or any other classification protected... ..., FL; Tysons Corner, VA; Tysons Corner; New York, NY; Columbia, MDType: Full timePrivate clientFull timeWork at officeLocal area$55k
...native or business-level fluency in Mandarin Chinese to support our specific client base. The firm is seeking a Client Service Associate to join our Private Client Division in our Midtown East, NY branch office. The primary responsibilities include servicing clients,...Private client
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