Private Client Banker - Georgetown M St - Washington DC
On-site · Washington, District of Columbia, United States
Washington, District of Columbia, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Banker manages the banking relationship for a select group of Chase’s affluent clients, acquiring new clients through referrals and internal/external sources; partners with Specialists to connect clients with experts for specialized needs; educates clients on self-service options and accessible 24/7 access; adheres to banking policies and regulatory requirements; requires relationship-building, strong communication, and a long-term career orientation with the firm.
Required Qualifications
- High school degree, GED, or foreign equivalent
- 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
- Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses are required or must be completed within 180 days of starting
- Compliance with Dodd Frank/Truth in Lending Act
Additional Requirements
- Felony conviction within the last seven years will disqualify from consideration
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act required upon active employment, with ongoing compliance and annual renewals
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