Relationship Banker - Cleveland West - Cleveland, OH

JPMorganChase • Westlake, OH

1d • Onsite

About The Position

At Chase, the Relationship Banker role focuses on creating memorable experiences for clients and employees by providing welcoming, valued, and understood interactions. The position involves building lasting relationships through ethical practices, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent the brand and culture, utilizing the latest banking solutions and cutting-edge financial technology alongside friendly and attentive service. A key aspect of the role is to lead in acquiring, managing, and retaining client relationships, leveraging financial knowledge to offer thoughtful solutions that address client needs and simplify their lives, thereby contributing to the branch's overall success.

Requirements

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Nice To Haves

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

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees