Relationship Banker - Pembroke Pines - Pembroke Pines, FL

JPMorganChase•Pembroke Pines, FL
•Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable experiences. You lead in acquiring, managing, and retaining client relationships, using financial knowledge to recommend thoughtful solutions that address clients’ needs and contribute to branch success. The position requires working branch hours, including weekends and some evenings. It is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment is contingent on meeting applicable registration, renewal, and compliance requirements.

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, 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, 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 the NMLS or update an existing registration upon active employment, and comply with SAFE Act registration, annual renewal, and update requirements.

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 meet with them in person and by phone to build lasting relationships, understand financial needs, and tailor product and service recommendations.
  • Communicate clearly, politely, and consultatively; ask questions, listen, anticipate client 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 effectively on banking solutions.
  • Collaborate with and connect clients to team experts for specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
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