Relationship Banker - Biscayne and 146th - North Miami, FL
About The Position
As a Relationship Banker in a Chase Branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology. You acquire, manage, and retain client relationships, using financial knowledge to recommend 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 depends 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 is contingent on meeting applicable Truth in Lending Act/Dodd Frank requirements. The role also requires NMLS registration under the SAFE Act of 2008. Employees must register or update their registration upon active employment and comply with annual renewal and other required updates. Continued employment depends on compliance with the SAFE Act.
Requirements
- At least 1 year of sales experience in Retail Banking, Financial Services, or a related industry, with demonstrated success establishing clients, deepening relationships, and delivering results.
- Ability to create memorable client experiences.
- 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.
- SIE exam, FINRA Series 6, applicable 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.
- Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act/NMLS registration requirements.
Nice To Haves
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
Responsibilities
- Put clients first and exceed their 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 and listen to understand clients, anticipate needs, and build trust.
- Educate clients about and connect them to digital banking options, including the Chase Mobile App, Chase.com, and ATMs.
- Learn products, services, and procedures quickly and accurately to consult clients about banking solutions and connect them with specialists for more complex financial needs.
- Follow policies, procedures, and regulatory banking requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
