Client-Centric Relationship Banker

JPMorganChase; Miami Beach (FL); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase in Florida's Miami area seeks a Relationship Banker to welcome clients, build lasting relationships, and provide thoughtful financial solutions using Chase's technology.

You will work with a team in a branch, meet clients face-to-face and by phone, and help them navigate services from mobile banking to loans, while upholding regulatory standards and delivering exceptional service.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Excellent communication skills; ability to tailor features to clients.
• Ability to resolve client issues with attention to detail.
• Commitment to risk, compliance, and completing required training.
• Licensing: SIE exam, FINRA Series 6/63, and Life licenses; licensing program within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Meet with assigned clients in person and by phone to build lasting relationships.
• Educate clients on technology solutions such as Chase Mobile App and Chase.com.
• Provide consultative product recommendations and referrals to experts.
• Adhere to banking policies, procedures, and regulatory requirements.
• Learn products and procedures quickly to advise clients effectively.

Skills

Sales experience

Excellent communication

Client relationship building

Risk & compliance awareness

Regulatory training

High school diploma

Licensing: SIE/Series 6/63/Life

Weekend/evening availability

Education

High school diploma

College degree (preferred)

Job description

JPMorganChase in Florida's Miami area seeks a Relationship Banker to welcome clients, build lasting relationships, and provide thoughtful financial solutions using Chase's technology.

You will work with a team in a branch, meet clients face-to-face and by phone, and help them navigate services from mobile banking to loans, while upholding regulatory standards and delivering exceptional service.