Private Client Banker - Stapleton - Staten Island, NY

Location: Staten Island, NY, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus, serving millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients. As a Private Client Banker in our Stapleton branch in Staten Island, NY, you will play a pivotal role in delivering the renowned Chase Private Client experience. This position involves acting as the dedicated advisor for a select group of affluent clients, helping them navigate their financial journeys with tailored solutions in banking, investments, and lending. You will embody JP Morgan Chase's commitment to excellence, fostering long-term relationships that drive client loyalty and business growth in the competitive New York financial landscape. Your day-to-day responsibilities will center on understanding clients' unique needs through in-depth consultations, recommending products like Chase Sapphire banking, mortgage solutions, and J.P. Morgan Wealth Management services. You will collaborate with branch colleagues and specialists to ensure holistic support, while actively pursuing opportunities to expand client portfolios. Compliance and ethical standards are paramount, as you adhere to JP Morgan Chase's rigorous policies and regulatory frameworks, safeguarding client assets and maintaining trust. In the vibrant Stapleton community, you will also engage in local networking to attract and retain high-value clients, contributing to the branch's success. This role offers a dynamic environment where your expertise in financial services can make a tangible impact. JP Morgan Chase provides robust training, cutting-edge tools, and a supportive culture that values diversity and inclusion. If you are passionate about empowering clients to achieve their financial goals and thrive in a fast-paced, client-oriented setting, join our team to advance your career while upholding the integrity and innovation that define JP Morgan Chase.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify and pursue opportunities to deepen client relationships by recommending appropriate banking, lending, and investment products
• Conduct comprehensive financial needs assessments to develop customized strategies aligned with clients' goals
• Collaborate with branch teams and specialists to deliver seamless experiences across JP Morgan Chase's ecosystem
• Drive branch-based sales initiatives, including deposits, loans, and investment referrals, while ensuring compliance with all policies
• Educate clients on digital tools, such as Chase Mobile app and online banking, to enhance their financial management
• Monitor client portfolios and proactively address life events or market changes to optimize their financial well-being
• Maintain accurate records in CRM systems and adhere to risk management and anti-money laundering protocols
• Participate in community events in Stapleton, Staten Island, to build brand loyalty and attract new clients
• Mentor junior staff on client service best practices and JP Morgan Chase's client-centric culture

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, preferably in client-facing roles such as banking or wealth management
• Active Series 6, 7, and 66 (or equivalent) licenses, or willingness to obtain within 120 days of hire
• Proven track record of meeting or exceeding sales and client service targets in a retail banking environment
• Strong understanding of banking products, investment solutions, and credit services offered by JP Morgan Chase
• Ability to build and maintain relationships with high-net-worth individuals and affluent clients
• Compliance with all regulatory requirements, including FINRA and SEC guidelines

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience in private banking or wealth advisory services at a major financial institution
• Bilingual proficiency, particularly in languages spoken in the Staten Island community
• Previous success in cross-selling JP Morgan Chase's full suite of financial products
• Knowledge of local market dynamics in Staten Island and surrounding areas

Required Skills

• Financial product knowledge (banking, investments, lending)
• Client relationship management
• Sales and negotiation techniques
• Analytical thinking for financial planning
• Regulatory compliance (FINRA, SEC)
• CRM software proficiency (e.g., Salesforce)
• Communication and presentation skills
• Problem-solving in high-pressure environments
• Time management and organization
• Empathy and active listening
• Digital literacy (online banking tools)
• Risk assessment and mitigation
• Team collaboration
• Market trend analysis
• Cultural sensitivity for diverse client base

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 6% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and certifications
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and financial wellness resources
• Performance-based bonuses and incentive compensation tied to client satisfaction and sales goals
• Flexible work arrangements and commuter benefits for Staten Island location

JP Morgan Chase is an equal opportunity employer.