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About the Role
The Private Client Banker provides exceptional customer service by greeting clients, understanding their needs, and assisting with account services and day-to-day banking transactions. The position helps clients open and maintain accounts, resolve issues, and use digital banking tools such as the Chase Mobile App, Chase.com, and ATMs. The role builds trusted client relationships by listening, showing empathy, educating clients about banking products and solutions, and partnering with branch team members to support financial goals. The Private Client Banker also performs branch operations, including cash handling, while following bank policies, procedures, and regulatory requirements.
Responsibilities
- Greet clients and create a welcoming environment.
- Provide friendly and attentive customer service.
- Assist with account servicing, maintenance, and opening new accounts.
- Help clients with daily banking transactions.
- Educate clients on digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
- Listen to client needs and provide appropriate banking solutions.
- Build trusted relationships with clients.
- Resolve client issues quickly and accurately.
- Manage lobby traffic, client check-ins, and appointments.
- Handle cash and support branch operations.
- Follow banking policies, procedures, and regulatory requirements.
- Work with the branch team to help clients achieve their financial goals.
Requirements
- Minimum 2 years of professional experience in client relationship management, customer service, sales, business development, banking, or financial services required.
- High School Diploma or GED required.
- Experience building and maintaining client relationships.
- Ability to understand client needs and recommend appropriate banking or financial solutions.
- Strong communication, interpersonal, active listening, and networking skills.
- Strong problem-solving, organization, and attention to detail.
- Ability to meet sales and business goals while maintaining client service standards.
- Knowledge of banking products and services, digital banking technology, and regulatory compliance.
Skills
- Client relationship management
- Customer service
- Sales
- Business development
- Banking
- Financial services
- Digital banking tools
- Communication
- Interpersonal skills
- Active listening
- Networking
- Problem-solving
- Organization
- Attention to detail
Location
- Staten Island, New York
Work Type
- Full-time
Experience Level
- 2+ years of professional experience
Education Level
- High School Diploma or GED required
- Bachelor's Degree preferred
Salary/Compensations
- USD $25.00 - USD $30.29 /Hr.
About the Company
- The Staten Island Workforce1 Career Center is partnering with JPMorgan Chase Bank to find qualified candidates for a Private Client Banker in Staten Island, New York.
- Chase is a leading financial services organization providing banking and financial solutions to individuals, businesses, and communities.
- The company focuses on delivering excellent client service, building trusted relationships, maintaining strong operational and compliance standards, and helping clients achieve their financial goals.
- Employees work in a professional banking environment focused on personalized service, financial solutions, and strong client relationships.