Relationship Banker - Downtown Miami - Miami, FL

JPMorganChase • Miami, FL

21h • 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 experiences. You acquire, manage, and retain client relationships, using your financial knowledge to recommend thoughtful solutions that address clients’ financial needs and contribute to branch success.

You meet with assigned clients in person and by phone, learn about their needs, recommend appropriate products and services, and connect them with specialized experts when needed. You also help clients use digital banking tools and follow applicable banking policies, procedures, and regulatory requirements. The position requires working branch hours, including weekends and some evenings. Employment is contingent on meeting applicable Dodd-Frank/Truth in Lending Act and SAFE Act requirements, including NMLS registration.

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.
• 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 meet risk, compliance, and required training obligations.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, applicable 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.
• Meet Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including review of criminal conviction history, credit report, NMLS information, and other relevant information.
• NMLS registration under the SAFE Act, or update of an existing registration, upon active employment; continued employment depends on successful registration after the start date and timely annual renewal and updates.

Nice To Haves

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

Responsibilities

• Provide 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 their 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 technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately to consult with clients and connect them to 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 required training.
• Complete required NMLS registration or updates and comply with SAFE Act requirements.

What This Job Offers

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