Relationship Banker: Elevate Client Experiences

JPMorganChase; Miami (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorganChase in Miami is seeking a Relationship Banker to represent our brand and deliver personalized financial solutions to clients in a bustling branch. You will build trusted relationships, educate customers on digital tools, and collaborate with specialists to address complex needs while following risk and regulatory guidelines.

You will engage with clients face-to-face and over the phone, provide attentive service, and support branch goals through proactive relationship management and

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with proven client acquisition and relationship growth.
• Ability to tailor features and benefits of financial products to client needs.
• Compliance with risk, training, and regulatory requirements.

Responsibilities

• Put clients first and deliver attentive service in person and over the phone.
• Proactively manage assigned clients, build lasting relationships, and tailor financial recommendations.
• Communicate clearly to understand client needs and explain solutions.
• Educate clients on digital tools like the Chase Mobile App and Chase.com.
• Collaborate with team of experts to address complex financial needs and cross-sell appropriately.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Communication

Customer service

Regulatory compliance

Problem solving

Education

High school diploma or GED

SIE exam

FINRA Series 6

Life and other required licenses

Tools

Chase Mobile App

Chase.com

ATMs

Job description

JPMorganChase in Miami is seeking a Relationship Banker to represent our brand and deliver personalized financial solutions to clients in a bustling branch. You will build trusted relationships, educate customers on digital tools, and collaborate with specialists to address complex needs while following risk and regulatory guidelines.

You will engage with clients face-to-face and over the phone, provide attentive service, and support branch goals through proactive relationship management and