JPMorgan Chase & Co.

Relationship Banker - Chagrin Falls Branch - Chagrin Falls, OH

Posted on: 18 Jan 2021

Chagrin Falls, OH

Job Description

Do you have a passion for helping customers, building relationships, and delivering extraordinary customer service? We're looking for energetic, enthusiastic people to be the face of Chase to our retail branch customers.

From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in our Branch Banking team, youll take a lead role in delivering an outstanding experience to Chase customers. Youll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. Youll contribute to the success of the branch by:

* Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
* Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Adhering to policies, procedures, and regulatory banking requirements

Requirements

* Deliver exceptional customer experience by acting with a customer-first attitude
* Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
* Exude confidence with clients when sharing product knowledge and solutions
* Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs
* Strong desire and ability to influence, educate, and connect customers to technology
* Possess drive, initiative, and knowledge to provide financial options for customers using a consultative approach
* Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Professional, thorough, and organized with strong follow-up skills
* Engage and partner with team members and other lines of business to offer most appropriate products

Qualifications

* At least one year experience in:
* Retail banking sales, or
* Financial services sales, or
* Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 120 days of hire
* Ability to work branch hours, including weekends and some evenings
* Compliance with Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.

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