JPMorgan Chase
Private Client Banker - (New Build) Fort Dodge, Iowa
Fort Dodge, IA · Full-time · Posted Oct 14, 2026
- Experience
- 1+ year; equivalent experience in financial services is accepted. Required registrations and licenses may be completed within 180 days if not already held.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships with affluent and other branch clients, providing advice, products, and connections to specialists while developing new client relationships.
What you'll do
- Manage client banking relationships using an advice-based approach and recommend suitable products and services.
- Acquire clients through referrals and internal and external sources, and connect customers with financial specialists.
- Set up self-service account access and comply with banking policies and regulations.
What they ask for
- 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in client acquisition, relationship management, and revenue generation.
- If not already registered, obtain the SIE exam, FINRA Series 6/7, applicable state registrations (including 63 or 66 if required), and Life licenses, or complete them within 180 days of starting.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings; comply with Dodd Frank/Truth in Lending Act and applicable regulatory requirements.
Nice to have
- Excellent communication skills; experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation and commitment to a long-term career with the firm.
Tools
NMLS
Model-written summary · the original posting is authoritative