Relationship Banker - Cleveland East Market - Woodmere, OH

JPMorgan Chase & Co. • Woodmere, OH

9d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to help clients. You take a lead role in acquiring, managing, and retaining client relationships. Drawing on your financial knowledge, you offer thoughtful solutions that address clients’ needs and contribute to branch success.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant background and financial information, and continued employment requires compliance with applicable Loan Originator requirements. The role also requires NMLS registration under the SAFE Act, successful registration immediately after starting, and timely completion of annual renewals and required updates. Continued employment is contingent on compliance with the SAFE Act.

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 and elevate the client experience.
• 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 and provide a consistent client experience.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Ability to work branch hours, including weekends and some evenings.
• Compliance with Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
• NMLS registration under the SAFE Act of 2008, or updating an existing registration to reflect employment with JPMorganChase, immediately after the start date; timely annual renewal and required updates are also required.

Nice To Haves

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Deliver friendly, attentive service and create a welcoming environment that exceeds client expectations.
• Manage assigned clients and proactively meet with them in person and by phone to build lasting relationships, understand financial needs, and recommend suitable products and services.
• Communicate politely and consultatively; ask questions and listen to understand client needs, anticipate them, and build trust.
• Educate clients about and connect them to digital banking and self-service options, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions and connect them with specialists for more complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Meet risk and compliance obligations, including completing required training.
• Obtain and maintain required licensing and NMLS registration, including required renewals and updates.

What This Job Offers

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