Client Experience Banking Advisor

JPMorgan Chase & Co.; Miami Beach (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in a branch environment seeks a Relationship Banker to lead client engagement and tailor financial solutions. You will acquire, manage, and retain relationships, using your financial knowledge to offer thoughtful solutions and a welcoming, service-first experience.

You will educate clients on Chase digital tools, collaborate with specialists for complex needs, and adhere to regulatory requirements to protect both clients and the bank.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and meet compliance obligations, including training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses required; licenses must be obtained within 180 days if unlicensed.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them, and tailor product recommendations.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and connect with specialists.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship building

Excellent communication

Issue resolution

Regulatory/compliance awareness

Time management (weekends/evenings)

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in a branch environment seeks a Relationship Banker to lead client engagement and tailor financial solutions. You will acquire, manage, and retain relationships, using your financial knowledge to offer thoughtful solutions and a welcoming, service-first experience.

You will educate clients on Chase digital tools, collaborate with specialists for complex needs, and adhere to regulatory requirements to protect both clients and the bank.