Private Client Banker - Hunt Valley Branch - Cockeysville, Maryland
On-site · Cockeysville, Maryland, United States
Job Summary
Private Client Banker at Chase Branch in Cockeysville manages relationships with affluent clients, delivering tailored banking solutions and leveraging technology (Chase Mobile App, Chase.com, ATMs) to meet clients’ financial needs. Responsibilities include proactively growing client balances, acquiring new clients through referrals, educating clients, and coordinating with specialists while adhering to banking regulations and risk parameters. Requires SIE/FINRA Series 6, state registration and Life licenses; NMLS registration is required after hire, with licensing processes supported by Chase. Demonstrated client-service excellence and ability to communicate effectively across channels are essential.
Required Qualifications
- High school degree, GED, or foreign equivalent
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements
- All unlicensed applicants must obtain their licenses though JPMC’s licensing program within 180 days of hire
- NMLS registration under the SAFE Act of 2008 is required upon active employment, with ongoing renewal and updates
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