Client-Focused Banking Advisor

JPMorgan Chase & Co.; Miami (FL); On-site; USD 48,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in Miami seeks a Relationship Banker to acquire, manage, and retain client relationships. You will use financial knowledge to offer thoughtful solutions and leverage technology to enhance the client experience.

Responsibilities include proactive client meetings, tailored product recommendations, and collaboration with specialists. A strong focus on compliance and risk awareness supports long-term client trust and branch success.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills for in-person and phone interactions.
• Resolve client issues with attention to detail and consistency.
• Operate within risk parameters and complete required training.
• High school diploma or equivalent; licenses required after hire.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships.
• Engage in consultative communication to understand needs.
• Educate clients on technology solutions like Chase Mobile App.
• Learn products and procedures to consult on solutions with experts.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Client relationship

Communication skills

Issue resolution

Regulatory awareness

Education

High school diploma

College degree (preferred)

Job description

JPMorgan Chase & Co. in Miami seeks a Relationship Banker to acquire, manage, and retain client relationships. You will use financial knowledge to offer thoughtful solutions and leverage technology to enhance the client experience.

Responsibilities include proactive client meetings, tailored product recommendations, and collaboration with specialists. A strong focus on compliance and risk awareness supports long-term client trust and branch success.