Relationship Banker - Greater Cincinnati Market - Cincinnati, OH
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 create memorable client experiences. You acquire, manage, and retain client relationships, using financial knowledge to understand client needs and recommend thoughtful solutions that support clients and contribute to branch success. The role is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC review of relevant background and financial information and on compliance with applicable requirements. The position also requires NMLS registration under the SAFE Act; continued employment depends on successful registration after the start date and timely annual renewal and updates.
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 tailoring 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 operate within established risk parameters and meet internal and external risk and compliance obligations.
- High school degree, GED, or foreign equivalent.
- SIE exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses are minimum requirements. Applicants who are not licensed 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.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements; the employment offer is contingent on JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
- Register with or update registration in the National Mortgage Licensing System and Registry under the SAFE Act upon active employment, and complete timely annual renewals and required updates.
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 and politely in a consultative manner; ask questions and listen to understand and anticipate client needs.
- Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures to consult effectively about banking solutions and connect clients with specialists for their financial needs.
- Follow policies, procedures, and regulatory banking requirements.
- Meet risk and compliance obligations, including completing required training.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
