Relationship Banker - Pembroke Pines - Pembroke Pines, FL

JPMorgan Chase & Co.•Pembroke Pines, FL
•Onsite

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 to create positive client experiences. You take a lead role in acquiring, managing, and retaining client relationships. Using your financial knowledge, you offer appropriate solutions to address clients’ financial needs and contribute to branch success. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent on JPMC review of relevant 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, with successful registration immediately after starting employment and ongoing compliance, annual renewal, and updates as required.

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.
  • Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing 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 without licenses must obtain them 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 maintain required NMLS registration under the SAFE Act.
  • Successful NMLS registration immediately after the start date, with annual renewal and required updates thereafter.
  • A felony conviction within the last seven years disqualifies applicants from consideration.

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 that exceeds client expectations.
  • Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend suitable products and services.
  • Communicate clearly, politely, and consultatively; ask questions and listen to understand and anticipate client needs.
  • Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
  • Learn products, services, and procedures quickly and accurately to consult with clients and connect them with experts for specialized financial needs.
  • Follow policies, procedures, and regulatory banking requirements.
  • Complete required training and meet applicable risk and compliance obligations.
  • Register with or update the National Mortgage Licensing System and Registry as required, and maintain compliance with SAFE Act requirements, including annual renewal and timely updates.
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