Private Client Banker - Cleveland East Market - Solon, OH

Private Client Banker – Cleveland East Market – Solon, OH

Join JPMorgan Chase as a Private Client Banker in our Cleveland East Market branch. The role focuses on building lasting relationships with high‑net‑worth clients to help them achieve their financial goals. You will be the main point of contact for a select group of affluent clients and will manage their full banking relationship across the company. ores>

• Share the value of Chase Private Client with eligible clients.
• Actively manage client relationships with an advice‑based approach, ensuring each client receives the best products and services for their needs.
• Partner with specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help with specialized financial needs.
• Provide self‑service options so clients can access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

• Demonstrated success using a value‑added, relationship‑oriented approach to acquiring and deepening client relationships.
• 1+ year of Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Beginning Oct. 1, 2018, if not registered:
  Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required, or must be completed within 180 days of starting the role.
• Compliance with Dodd‑Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.

We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

Equal Opportunity Employer / Disability / Veterans.

Chase is a leading financial services firm that helps nearly half of America’s households and small businesses achieve their financial goals. We offer a competitive total rewards package with base salary, commission, and discretionary incentive compensation. Benefits include comprehensive health care coverage, retirement savings plans, childcare backup, tuition reimbursement, mental health support, financial coaching and more.