Relationship Banker - Biscayne and 146th - North Miami, FL

JPMorganChase•North Miami, FL

1d•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 memorable client experiences. You lead efforts to acquire, manage, and retain meaningful client relationships, applying financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The role includes managing assigned clients and meeting with them in person and by phone, understanding their financial needs, and recommending relevant products and services. You also help clients use Chase digital and self-service banking tools, learn banking products and procedures, connect clients with specialists, and comply with banking policies, procedures, and regulatory requirements. The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Employment is contingent on meeting the applicable background, financial-responsibility, character, fitness, registration, and ongoing compliance requirements. Unlicensed applicants must obtain the stated securities and insurance licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.

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 tailoring 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 comply with established risk parameters, risk and compliance obligations, and 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 are minimum requirements. Applicants who are not licensed must obtain licenses through JPMC’s licensing program within 180 days of hire.
Ability to work branch hours, including weekends and some evenings.
Meet Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies applicants.
Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act after starting, and complete required annual renewals and updates.

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, politely, and consultatively; ask questions and listen to understand clients’ needs and build trust.
Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
Collaborate with and connect clients to the team of experts for specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Resolve client issues effectively and with attention to detail.
Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
Complete or maintain required licensing and NMLS registration, renewal, and updates as applicable.