Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Banker - Delancey St. - New York, NY

Fairygodboss

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. 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 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 during the 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 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 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 Fairygodboss

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Banker - Delancey St. - New York, NY in New York, NY vacancy
  •  ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building...  ...to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal... 
    Private client
    Immediate start
    Afternoon shift

    Chase

    New York, NY
    4 days ago
  • $55k - $77k

    Recruitment Consultant, Financial Services - New York job at Permanent People. New York, NY. Are you an experienced recruitment...  ...and a passion for connecting top talent with private equity opportunities? Join our clients Private Equity team in New York City, specialising... 
    Private client
    Permanent employment

    kozmetickesluzby.vecnakraska.sk - Jobboard

    New York, NY
    4 days ago
  • $131.25k

     ...Associate, Leveraged Finance - New York Country: United States...  ...of syndicated/private credit facilities for leveraged...  ...the development of client presentation materials...  ...Markets and Coverage Bankers in the preparation of materials...  ...Location: New York, NY, Madison Ave Corp... 
    Private client
    Hourly pay
    Work experience placement
    Flexible hours

    kozmetickesluzby.vecnakraska.sk - Jobboard

    New York, NY
    4 days ago
  •  ...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...  ...to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing... 
    Private client
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    New York, NY
    14 days ago
  •  ...major media publications such as The New York Times, CNBC, The Wall Street...  ...Business" comprises three functions: Private Sales. Brokering artworks for private clients. Portfolio Acquisitions &...  ...Must be able to work from our NY office - this is not a remote role... 
    Private client
    Full time
    Work at office

    Masterworks, LLC.

    New York, NY
    4 days ago
  • 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 client
    Minimum wage
    Local area

    Flagstar Bank

    New York, NY
    2 days ago
  • Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact with clients, and offer investment solutions that meet their financial needs. Job Responsibilities Champion... 
    Private client

    J.P. Morgan

    New York, NY
    5 days ago
  • J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining... 
    Private client

    J.P. Morgan

    New York, NY
    2 days ago
  • $66.36k

     ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth...  ...Employer/Disability/Veterans Base Pay/Salary New York, NY $66,360.00 - $66,360.00 #J-18808-Ljbffr... 
    Private client

    JPMorgan Chase

    New York, NY
    3 days ago
  • Data Entry Clerk (Remote) job at Yexgo. New York, NY. The data entry position will be responsible for transferring data from one...  ...standardized reports Viewing and verifying confidential or private customer/client information; protecting the information and identities of... 
    Private client
    Remote job
    Work at office
    Flexible hours

    Yexgo

    New York, NY
    1 day ago
  • $115k

     ...Summer Analyst - Industrials (New York, NY) We’re building a...  ...to doing what’s right for our clients. At CIBC, our Industrials Group...  ...services to leading corporate and private equity clients focused on the...  ...team, you will support senior bankers with industry coverage, strategic... 
    Private client
    Temporary work
    Fixed term contract
    Summer work
    Internship
    Immediate start

    CIBC

    New York, NY
    2 days ago
  • $121.3k - $222.3k

     ...International Tax - Transfer Pricing - Manager Location: New York, NY (options: New York City, Jericho, Stamford, Hoboken, Chicago...  ...and Transaction Services practice to advise corporate and private equity clients on transfer pricing, tax structuring, and capital agenda.... 
    Private client
    Flexible hours
    Shift work

    Ernst & Young

    New York, NY
    2 days ago
  • Event Director job at Private Listing. New York, NY. The Director of Private Events for this Michelin-level restaurant group oversees the entire...  ...a comprehensive events strategy, builds and maintains key client relationships, and oversees all aspects of event sales, planning... 
    Work at office
    Flexible hours
    Afternoon shift

    Private Listing

    New York, NY
    5 days ago
  • AECOM is seeking Community Outreach Coordinator based in New York, New York office. The role of the Community Coordinator (CC)...  ...buildings, water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex … #J-18808-Ljbffr... 
    Private client
    Remote job
    Work at office
    Relocation

    Seeds Renewables

    New York, NY
    1 day ago
  • $225k - $275k

    VP Financial Planning & Analysis (NY, New York) The VP of Financial Planning & Analysis (FP&A...  ...compliance, ideally within a leveraged or private-equity-backed environment Strong...  ...- whether serving ultra-high-net-worth clients and family offices directly through NewEdge... 
    Work at office
    3 days per week

    NewEdge Advisors

    New York, NY
    2 days ago
  • $85k - $160k

     ...events team to support its Private Wealth Management...  ...Management Marketing and Client Engagement Team. The Associate...  ...services and new opportunities by leveraging...  ...firm. Headquartered in New York, we maintain offices around...  ...for this New York, NY, United States-based position... 
    Private client
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    4 days ago
  • $150k - $190k

     ...centralized resource for high-net-worth clients. This mid-level position is designed for...  ...planning scenario. Location: Stamford, CT or New York, NY Responsibilities and Duties Cash Flow &...  ...trusts, charitable lead trusts, and private foundations. Quantify tax and wealth transfer... 
    Work at office

    NewEdge Wealth LLC.

    New York, NY
    1 day ago
  •  ...deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand their goals and...  ..., click here.For Applicants of Nuveen residing in Europe and APAC, please click here.SummaryLocation: New York, NY, USAType: Full time
    Full time
    Work at office
    Flexible hours

    Teachers Insurance and Annuity Association

    New York, NY
    4 days ago
  • $61.88k

     ...Associate, Financial Advisor, New York, NY Santander is a global leader and innovator in the financial services industry and is evolving...  ...The Associate Financial Advisor is responsible for helping clients identify financial needs, understand investment objectives, and... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander

    New York, NY
    3 days ago
  • At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they...  ...lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships... 
    Private client
    Temporary work
    Work at office
    Immediate start

    JP Morgan Chase

    New York, NY
    10 hours ago
  • $165k - $225k

     ...Talk to You! Santander offers private bankers the strength of a global...  ...serve as a trusted advisor to clients and families, helping them preserve...  ...relationships, acquiring new clients, and delivering a...  ...salary for this position in New York City is $165,000-$225,000. Actual... 
    Hourly pay
    Full time
    Contract work
    Local area
    Shift work

    Santander US

    New York, NY
    5 days ago
  • $120k - $145k

     ...driven perspectives that help our clients achieve their most critical...  ...Services (TAS) team assists private equity and corporate clients by...  ..., Chicago, Dallas, Houston or New York office within the Transaction...  ...; Houston, TX, USA; New York, NY, USA; Chicago, IL, USA; Dallas... 
    Private client
    Full time
    Work at office
    Worldwide

    Houlihan Lokey

    New York, NY
    2 days ago
  • $260k - $420k

    Real Estate Finance Associate - New York, NY Location: New York City, NY Practice Area: Real Estate Finance / Debt Financing / Commercial...  ...Provide strategic guidance on real estate finance matters to clients Collaborate with partners, associates, and other professionals... 

    The People Of: Professional Services

    New York, NY
    4 days ago
  • $3,078 per week

     ...Registered Nurse (RN) | Interventional Radiology Location: New York, NY Agency: Medical Solutions Pay: $3,078 per week...  ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement... 
    Full time
    Shift work

    Medical Solutions

    New York, NY
    1 day ago
  • At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they...  ...lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships... 
    Private client
    Temporary work
    Work at office
    Immediate start

    J.P. Morgan

    New York, NY
    5 days ago
  • $3,404 per week

     ...Registered Nurse (RN) | Infusion Location: New York City, NY Agency: Coast Medical Service Pay: $3,404 per week Shift Information...  ...and was included on the Inc. 5000 list of fastest growing private companies in America, as well as the Los Angeles Business... 
    Daily paid
    Full time
    Contract work
    Shift work

    TravelNurseSource

    New York, NY
    1 day ago
  • $3,078 per week

     ...Registered Nurse (RN) | Interventional Radiology Location: New York, NY Agency: Medical Solutions Pay: $3,078 per week...  ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement... 
    Full time
    Temporary work
    Shift work

    TravelNurseSource

    New York, NY
    1 day ago
  •  ...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...  ...industries with proven success in establishing new clients, deepening relationships, and... 
    Immediate start
    Afternoon shift

    J.P. Morgan

    New York, NY
    2 days ago
  • $100k - $200k

     ...Job Description Job Description National law firm is seeking: • Trusts / Estates Attorney– New York, NY: Seeking an estate planning attorney barred in NY, Ideal candidate will have worked on HNW estates. Will selectively consider candidates without HNW. 4-8... 

    Alchemy Legal

    New York, NY
    20 days ago
  • $55k - $65k

    Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate...  ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently...  ...Client Service Associate New York, NY $43,800.00-$65,500.00 1 month ago PWM... 
    Private client
    Full time
    Local area

    Oppenheimer & Co. Inc.

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Banker - Delancey St. - New York, NY. Be the first to apply!