Relationship Banker - Maryland West Market - Rockville, Maryland
On-site · Rockville, Maryland, United States
Job Summary
Relationship Banker at Chase in Rockville, MD, focusing on Private Client Banking for affluent clients. Responsibilities include managing a banking relationship across the company, proactively growing client balances, soliciting referrals, connecting clients with specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers), and enabling 24/7 self-service access while adhering to banking regulations. Requires relationship-building success in financial services, SIE/Series 6/7 and life-license prerequisites (within 180 days of start), and willingness to work weekends/evenings. Emphasizes education and advisory support, regulatory compliance, and teamwork.
Required Qualifications
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- 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
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
- Compliance with Dodd Frank/Truth in Lending Act
- High school degree, GED, or foreign equivalent
- Ability to work branch hours, including weekends and some evenings
- Preferred qualifications, capabilities, and skills (optional)
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
- Dodd Frank/Truth in Lending Act
- NMLS registration requirements under the SAFE Act
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.