JPMorgan Chase
Relationship Banker - Cleveland West - Beachwood, OH
Beachwood, OH · Full-time · Posted Oct 28, 2026
- Experience
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Build and retain client relationships in a Chase branch by understanding clients’ financial needs and recommending banking products, services, and technology solutions.
What you'll do
- Meet with assigned clients in person and by phone to understand needs and recommend tailored solutions.
- Provide attentive, consultative service and connect clients with digital banking tools and specialized experts.
- Follow banking policies, procedures, and regulatory requirements.
What they ask for
- 1+ year of sales experience in Retail Banking, Financial Services, or related industries, with success establishing clients and deepening relationships.
- Strong in-person and phone communication, client issue resolution, and attention to detail.
- High school degree, GED, or foreign equivalent.
- SIE exam, FINRA Series 6, applicable state registration (including 63 if required), and Life licenses; unlicensed hires must obtain licenses through JPMC’s program within 180 days of hire.
Nice to have
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Tools
Chase Mobile App, Chase.com, ATMs, NMLS
Model-written summary · the original posting is authoritative