Relationship Banker - East Country Club - Hialeah, FL

JPMorgan Chase & Co. • Hialeah, FL

6d

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. Drawing on your financial knowledge, you recommend thoughtful solutions that address clients’ financial needs and contribute to branch success.

The position requires compliance with banking policies, procedures, regulatory requirements, and risk obligations. It is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators and requires registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act. Continued employment depends on meeting these requirements, including registration immediately after starting and timely annual renewal and updates. Employment is also contingent on JPMC’s review of relevant background and financial information; a felony conviction within the last seven years disqualifies applicants.

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 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 who are not licensed must obtain the 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’s review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Register with or update registration in NMLS under the SAFE Act immediately after starting employment, 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

• 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 financial needs, and recommend relevant products and services.
• Communicate politely and consultatively, asking questions and listening 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 on banking solutions.
• Collaborate with and connect clients to team experts for specialized financial needs.
• Follow banking policies, procedures, and regulatory requirements, and meet risk and compliance obligations, including required training.
• Complete NMLS registration or update existing registration as required, and maintain registration through annual renewals and updates.

What This Job Offers

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