Relationship Banker - Central Miami Market - Miami, FL

JPMorganChase • Coral Gables, FL

1d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by providing attentive, welcoming service and using banking solutions and financial technology to create positive client experiences. You acquire, manage, and retain client relationships, drawing on your 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 is contingent on JPMorganChase’s review of criminal conviction history, credit report, NMLS information, and other information relevant to financial responsibility, character, and fitness. A felony conviction within the last seven years disqualifies applicants. Continued employment is contingent on compliance with Loan Originator requirements and the SAFE Act, including NMLS registration or updating an existing registration after starting, and timely annual renewals and required updates.

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 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.
• 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.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed 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.
• Must meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements and SAFE Act requirements, including NMLS registration or updating an existing registration after starting and completing annual renewals and required updates.
• Employment offer is contingent on review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies applicants.

Nice To Haves

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

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment for clients.
• 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 and consultatively, asking questions and listening to understand and anticipate client needs.
• Educate clients about and connect them to Chase technology, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult effectively on banking solutions and connect clients with specialists for their financial needs.
• Follow policies, procedures, and regulatory banking requirements.
• Resolve client issues promptly and carefully while providing a consistent client experience.
• Meet internal and external risk and compliance obligations, including completing required training.
• Complete required NMLS registration or updates and comply with applicable SAFE Act renewal and update requirements.

What This Job Offers

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