Relationship Banker - (New Build) - Fort Dodge Branch - Fort Dodge, IA
About The Position
As a Relationship Banker in a Chase Branch, you will represent the Chase brand and culture through welcoming, attentive service and use of banking solutions and financial technology. You will acquire, manage, and retain client relationships, applying financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role involves proactively meeting with assigned clients in person and by phone, understanding their financial needs, and connecting them with relevant products, services, technology, or specialized experts. You must learn banking products and procedures and comply with applicable policies, procedures, and regulatory requirements. This position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting the applicable qualification and registration requirements.
Requirements
- At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable client experiences.
- Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
- Ability to resolve client issues quickly and effectively with attention to detail.
- Ability to meet risk and compliance obligations and complete required training.
- High school degree, GED, or foreign equivalent.
- Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses; unlicensed applicants must obtain licenses through JPMC’s program within 180 days of hire.
- Ability to work branch hours, including weekends and some evenings.
- Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and comply with SAFE Act NMLS registration requirements.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Deliver attentive, friendly service and create a welcoming environment that exceeds client expectations.
- Manage assigned clients and proactively meet with them in person and over the phone to build relationships, understand financial needs, and tailor product and service recommendations.
- Communicate clearly, politely, and consultatively; ask questions and listen to understand client needs and build trust.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
- Collaborate with and connect clients to team experts for specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
- Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
- Register with or update registration in the NMLS under the SAFE Act and complete required renewals and updates.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
