Bank president job description

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

This position is located at our Red Oak branch.

SUMMARY

Manages a branch with assets totaling $50MM - $100MM with a dedicated commercial lending position in the branch. Leads employees in the achieving the bank's goals, mission, vision and values through effectively executing the Service Commitments. Accountable for managing the bank's resources in a manner that will enhance its visibility, positively contribute to the revenue growth and maximize profitability.

ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.

* Professionally represent and promote First Interstate Bank in the communities in your market.
* Active involvement with client relationships and assistance with officer call program and other business development programs.
* Participate in community activities and events.
* Monitor credit portfolios.
* Contribute to branch profitability through loan interest spreads, fee income and cost control.
* Make credit decisions within lending authority.
* Keep CBO and CCO informed of credit trends, share outlook of performance of individual loans.
* Provide leadership and supervise/manage staff.
* Counsel and train staff to insure consistent results and proper administration of controls.
* Serve as a resource to personnel to resolve questions or issues beyond their scope or capabilities.
* Establish goals and objectives for assigned personnel and monitor productivity and performance on a continual basis.
* Provide quality feedback and performance evaluations in order to develop and retain talent.
* Contributes to strategic level discussions with Executive Leadership team.
* Provides practical, relevant ideas and perspectives on processes or process improvement.
* Actively engages, demonstrates and fosters the First Interstate Bank Mission, Vision and Values by executing the Service Commitments.

SUPERVISORY RESPONSIBILITIES

Manages branch staff.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Bachelor's degree from a four-year college or university and 5+ years of bank management experience or equivalent combination of education and experience; proven leadership experience and experience with budgets and achieving financial results; extensive knowledge of credit principles and practices, lending laws and regulations

OTHER SKILLS & ABILITIES

Ability to work effectively with individuals and groups across the company to manage customer relationships; excellent communication skills including the ability to present in small and large groups, including the ability to communicate with affluent clients, prospects and branch employees; excellent verbal and written communication skills; valid Driver's license; proficiency with personal computers and related software packages such as Word and Excel.

LANGUAGE SKILLS

Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries of complaints of customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.

MATHEMATICAL SKILLS

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to talk, hear, stand, walk & use hands to finger, handle, or feel. The employee frequently is required to sit. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.
**Our Team**

As a Private Banker in the Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

The best Private Bankers are self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster Advisor success. We are committed to helping you grow at all stages of your career.

**Responsibilities**

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

• Drive business results and acquire new assets, both from existing client base and new client acquisition

• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

• Partner with internal specialists to provide interdisciplinary expertise to clients when needed

• Connect your clients across all lines of business of J.P. Morgan Chase & Co.

• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

**Qualifications**

• Six plus years of work experience in Private Banking or Financial Services

• Bachelor's Degree required; MBA, JD, CFA, or CFP preferred

• Series 7 & 63 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date

• Energetic and entrepreneurial business builder who thrives and excels in a competitive industry

• Proactive, takes initiative, and uses critical thinking to solve problems

• Focuses on the client experience and works tirelessly on the client's behalf

• Proven sales success and strong business acumen

• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

• Strong community presence with an established network

• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans