Private Client Banker - Prince Frederick Maryland
On-site · Prince Frederick, Maryland, United States
Job Summary
Private Client Banker role in Chase's Branch Banking focused on affluent clients, managing relationships, soliciting referrals, and connecting clients to specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to meet financial needs. Responsibilities include advising clients, promoting self-service options, ensuring regulatory compliance, and supporting growth in client balances. Requires relationship-based skills, 1+ year banking experience, SIE/Series 6/7 and Life licensing (or completion within 180 days), and adherence to Dodd-Frank/Truth in Lending Act. Additional notes include NMLS registration requirements and potential weekend/evening hours; high school diploma required with college/military preferred.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- Securities Industry Essentials (SIE) exam
- FINRA Series 6/7
- state registration (including 63 or 66 if required) and Life licenses
- Compliance with Dodd Frank/Truth in Lending Act
- High school degree, GED, or foreign equivalent
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008
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