Relationship Banker - Brickell Ave and SE 15th Rd - Miami, FL

JPMorgan Chase & Co. • Miami, FL

7h • Onsite

About The Position

As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by delivering welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships, drawing on financial knowledge to recommend thoughtful solutions for clients’ financial needs and contribute to the success of the branch.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC’s review of relevant background and financial information, including criminal conviction history, credit report, and NMLS information. A felony conviction within the last seven years disqualifies applicants. The role also requires NMLS registration under the SAFE Act and continued compliance, including registration immediately after the start date and timely annual renewals 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 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 provide a consistent client experience.
• Ability to operate within established risk parameters and meet risk and compliance obligations, including required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain the 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 and SAFE Act NMLS registration and ongoing compliance requirements.

Nice To Haves

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

Responsibilities

• Put clients first by delivering 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 and listen to understand clients, anticipate needs, and build trust.
• Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Quickly and accurately learn products, services, and procedures to consult with clients about banking solutions and connect them with specialists for complex financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• Complete required NMLS registration or update existing registration after starting, and meet ongoing SAFE Act renewal and update requirements.

What This Job Offers

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