Private Client Banker - West New Brighton - Staten Island, NY

About the role

You will help people experience Chase’s Customer Promise—helping them make the most of their money so they can make the most of their lives. The position focuses on building lasting relationships, doing the right thing, exceeding expectations, and demonstrating 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 affluent clients as well as other customers in the branch, managing their complete banking relationship and proactively generating growth in balances.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Actively manage banking relationships through an advice‑based approach, ensuring each client receives the best products and services for their needs.
• Partner with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
• Make clients’ lives more convenient by setting up self‑service options for 24/7 account access.
• Adhere 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 of Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, relationship cultivation, and revenue generation.
• If not already registered, completion (or successful completion within 180 days of start) of the Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (including Series 63 or 66 if required), and Life licenses.
• Compliance with Dodd‑Frank/Truth in Lending Act requirements for Loan Originators.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Adherence to all policies, procedures, and regulatory banking requirements.

Employment is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other factors demonstrating financial responsibility, good character, and fitness for the position. Felony convictions within the last seven years will disqualify candidates. The role also requires registration with the National Mortgage Licensing System (NMLS) under the SAFE Act, with immediate registration upon hire and ongoing annual renewal.

Preferred qualifications, capabilities, and skills

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and a commitment to a long‑term career with the firm.

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 products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also support small businesses, nonprofits, and cities with solutions that meet all their financial needs.

Benefits

• Competitive total rewards package with base salary determined by role, experience, skill set, and location.
• Potential commission‑based pay and/or discretionary incentive compensation (cash and/or forfeitable equity) based on individual achievements.
• Comprehensive health‑care coverage.
• On‑site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching and additional employee programs.