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

About the role

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. 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.

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.

Requirements

• 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.
• If 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

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation with a commitment to a long‑term career with the firm.
• Familiarity with Dodd‑Frank/Truth in Lending Act requirements.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity.
• Comprehensive health‑care coverage.
• On‑site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching and other employee programs.

Pay

Base salary is determined based on the role, experience, skill set, and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation, awarded in cash and/or forfeitable equity in recognition of individual achievements and contributions.

Schedule

Work branch hours, including weekends and some evenings.