Private Client Banker - (New Build) Fort Dodge, Iowa

JPMorganChase • Fort Dodge, IA

2d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the branch. You manage their complete banking relationship across the company, using a proactive and disciplined approach to grow balances and acquire new clients through referrals and internal and external sources. You help clients make the most of their money by providing education and advice tailored to their financial needs, while creating a welcoming and valued experience for customers and employees.

The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting these requirements, including successful registration after starting and timely annual renewals and updates. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates from consideration.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of Branch Banking Banker experience or equivalent financial services experience, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not already registered, the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses are required or must be successfully completed within 180 days of starting the role.
• Comply with Dodd-Frank/Truth in Lending Act requirements for Loan Originators, including applicable qualification and employment requirements.
• High school degree, GED, or foreign equivalent.
• Comply with policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.
• Meet SAFE Act requirements, including NMLS registration or updating existing registration after starting, and timely completion of annual renewals and required updates.

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.
• Manage banking relationships using an advice-based approach and ensure 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 clients access their accounts conveniently by sharing and setting up self-service options available 24 hours a day, seven days a week.
• Acquire new clients by soliciting referrals and developing internal and external sources.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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