JPMorgan Chase
Private Client Banker - Metropolitan and Flushing - Ridgewood, NY
Ridgewood, NY · Full-time · Posted Oct 13, 2026
- Experience
- 1+ year; equivalent experience in financial services is accepted. Required registrations and licenses may be completed within 180 days of starting.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, providing tailored advice, connecting clients with specialists, and acquiring new customers.
What you'll do
- Manage client banking relationships and recommend products and services suited to their needs.
- Acquire new clients through referrals and internal and external sources; help eligible clients understand Chase Private Client.
- Connect customers with specialists and self-service banking options while following regulatory requirements.
What they ask for
- At least 1 year of branch banking banker or equivalent financial services experience, with success in client acquisition, relationship management, and revenue generation.
- SIE, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses; may be completed within 180 days of starting.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings; compliance with Dodd Frank/Truth in Lending Act requirements and NMLS registration under the SAFE Act.
Nice to have
- Excellent communication skills; college degree or military equivalent.
- Experience cultivating relationships with affluent clients; strong team orientation and commitment to a long-term career with the firm.
Pay
USD $25.00-$32.69 per hour base salary
Tools
NMLS
Model-written summary · the original posting is authoritative