Private Client Banker (New Build) - Fort Dodge Branch - Fort Dodge, IA

JPMorgan Chase & Co. • Humboldt, IA

4h • Onsite

About The Position

The Private Client Banker in Branch Banking is the main point of contact for a select group of Chase’s affluent clients as well as other branch customers. The banker manages clients’ complete banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances and ensure clients receive products and services suited to their needs. The role also supports new-client acquisition by soliciting referrals and developing internal and external sources, and connects customers with specialists for more complex financial needs.

The position requires compliance with banking policies, procedures, and regulatory requirements. It is subject to Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Continued employment depends on satisfying the applicable registration and compliance requirements.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of Branch Banking Banker or equivalent financial-services experience, with verifiable success in new-client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• Beginning October 1, 2018, candidates not already registered must pass the Securities Industry Essentials (SIE) exam, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or successfully complete them within 180 days of starting the role.
• Compliance with the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
• 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.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting employment, and complete required annual renewals and updates.
• Meet the firm’s financial responsibility, good character, and general fitness requirements for the position.

Nice To Haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and commitment to a long-term career with the firm.

Responsibilities

• Share the value of Chase Private Client with clients who may be eligible.
• Actively manage banking relationships through an advice-based approach, ensuring clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts for specialized financial needs.
• Help make clients’ lives more convenient by sharing and setting up self-service options for 24/7 account access.
• Adhere to policies, procedures, and regulatory banking requirements.
• Actively solicit referrals and develop internal and external sources to acquire new clients.
• Manage client relationships proactively and with discipline to generate growth in balances.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED