Relationship Banker - Cleveland West - Beachwood, OH

JPMorgan Chase & Co. • Beachwood, OH

7d • Onsite

About The Position

At Chase, Relationship Bankers create memorable experiences for clients and employees by making them feel welcomed, valued, and understood. They build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.

In a Chase branch, the Relationship Banker represents the brand and culture with hospitality, combining current banking solutions and financial technology with friendly, attentive service. The role leads efforts to acquire, manage, and retain client relationships, using financial knowledge to offer 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. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants. Continued employment depends on compliance with these requirements. NMLS registration under the SAFE Act is also required; the employee must register or update an existing registration after starting and complete annual renewals and required 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 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 consistent service.
• 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 are minimum requirements. 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.
• Must satisfy applicable Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act NMLS registration requirements.
• Successful NMLS registration immediately after the start date, with timely annual renewal and required updates.

Nice To Haves

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

Responsibilities

• Put clients first and exceed expectations by providing attentive, friendly service and creating a welcoming environment.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly, politely, and consultatively; ask questions, listen, anticipate client needs, and build trust.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult on banking solutions and connect clients with experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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