Relationship Banker: Elevate Client Finances & Trust

JPMorgan Chase & Co.

Miami (FL)

On-site

USD 60,000 - 90,000

Full time

11 days ago
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Job summary

JPMorgan Chase & Co. in Miami seeks a Relationship Banker at a Chase Branch to welcome clients, understand financial needs, and provide thoughtful solutions that strengthen relationships and drive branch success.

You will acquire, manage, and retain clients, use banking solutions and technology to deliver convenient service, and ensure compliance with bank policies and regulatory requirements. Weekend/evening hours may be required.

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services with proven success.
  • Ability to elevate the client experience and tailor product recommendations.
  • Excellent communication skills for in-person and phone interactions.
  • Strong attention to detail to resolve client issues and maintain compliance.
  • Fully comply with training, risk parameters, and regulatory obligations.
  • Eligibility for required licenses (SIE, FINRA Series 6, 63) within 180 days.

Responsibilities

  • Put clients first and deliver attentive, friendly service.
  • Manage assigned clients, meet regularly in person and by phone.
  • Build lasting relationships and tailor product/service recommendations.
  • Educate clients on technology like Chase Mobile App and Chase.com.
  • Learn products quickly and connect clients to experts for complex needs.
  • Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience
Client relationship building
Communication skills
Risk and compliance awareness
Licensing knowledge
Evening/weekend availability

Education

High school diploma or GED
College degree preferred

Job description

JPMorgan Chase & Co. in Miami seeks a Relationship Banker at a Chase Branch to welcome clients, understand financial needs, and provide thoughtful solutions that strengthen relationships and drive branch success.

You will acquire, manage, and retain clients, use banking solutions and technology to deliver convenient service, and ensure compliance with bank policies and regulatory requirements. Weekend/evening hours may be required.

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