Relationship Banker - Parkland - Coconut Creek, FL

Location: Coconut Creek, FL, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker for our Parkland - Coconut Creek, FL branch to deliver exceptional client experiences that embody our commitment to hospitality and personalized financial care. As a key member of our Relationship Bankers team, you will serve as the face of the bank in this vibrant South Florida community, helping clients achieve their financial goals through tailored banking solutions. This role is ideal for individuals passionate about building meaningful relationships and driving client satisfaction in a dynamic retail banking environment. In this position, you will engage with a diverse clientele, from everyday consumers to small business owners, to uncover their needs and recommend JPMorgan Chase's comprehensive suite of products, including high-yield savings accounts, personal loans, credit cards, and investment advisory services. You will process daily transactions with precision, promote our innovative digital tools like the Chase Mobile app, and collaborate with branch colleagues to provide seamless referrals to specialized teams in wealth management or commercial banking. Success in this role requires a client-first mindset, where every interaction reinforces our reputation as a trusted financial partner. JPMorgan Chase offers a supportive culture with opportunities for growth, robust training programs, and a focus on work-life balance. Join us in Coconut Creek to contribute to a branch that serves the local community while advancing your career in the financial services industry. We value integrity, innovation, and inclusion, ensuring that our Relationship Bankers thrive in an environment that rewards performance and fosters professional development.

Key Responsibilities

• Engage clients in the Parkland - Coconut Creek branch to understand their financial needs and recommend appropriate JPMorgan Chase products such as checking accounts, credit cards, mortgages, and investment options
• Deliver exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and ensuring a seamless banking experience
• Build and maintain long-term relationships with individual and small business clients to drive retention and growth in assets under management
• Process transactions accurately, including deposits, withdrawals, and loan applications, while adhering to compliance and risk management protocols
• Promote digital banking solutions to enhance client convenience and educate on tools like Chase Mobile app and online portals
• Collaborate with branch team members and specialists to provide holistic financial advice and referrals to wealth management or lending experts
• Identify opportunities for cross-selling JPMorgan Chase services, meeting or exceeding sales targets
• Maintain up-to-date knowledge of regulatory changes and JPMorgan Chase policies to ensure ethical and compliant operations
• Handle client escalations professionally, turning potential issues into positive experiences
• Contribute to branch goals by participating in community events in Coconut Creek to strengthen local ties

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of customer service experience in a retail or financial services environment
• Strong understanding of banking products and services, including deposits, loans, and investments
• Ability to obtain and maintain necessary licenses such as Series 6 and 63, or willingness to pursue
• Proficiency in Microsoft Office Suite and core banking software
• Excellent communication skills with the ability to build rapport with diverse clients
• Availability to work flexible hours, including weekends and evenings as needed

Preferred Qualifications

• Prior experience in sales or relationship management within a bank or financial institution
• Bilingual proficiency in English and Spanish, given the diverse community in Coconut Creek, FL
• Knowledge of JPMorgan Chase's digital banking platforms and mobile app features
• Experience with CRM systems like Salesforce for client tracking
• Certification in financial planning or customer relationship management

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Active listening and empathy
• Problem-solving and conflict resolution
• Attention to detail for transaction accuracy
• Digital literacy in banking software
• Time management and multitasking
• Compliance and regulatory awareness
• Team collaboration
• Adaptability to client needs
• Persuasive communication
• Data entry and record-keeping
• Risk assessment basics
• Cultural sensitivity for diverse clientele

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and paid holidays
• Tuition reimbursement program for professional development and certifications
• Employee stock purchase plan and access to financial wellness resources
• Fitness and wellness programs, including gym membership discounts and mental health support
• Parental leave benefits and flexible work arrangements where applicable
• Performance-based incentives and annual bonus opportunities

JP Morgan Chase is an equal opportunity employer.