Relationship Banker - Sawgrass - Sunrise, FL

Location: Sunrise, FL, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Relationship Banker for our Sawgrass branch in Sunrise, FL, to deliver exceptional client experiences that embody our commitment to hospitality and client care. As a key member of our Relationship Bankers team, you will serve as the primary point of contact for clients, helping them navigate their financial journeys with personalized guidance on banking products, loans, and investment options. In this role, you will foster trust and loyalty by understanding each client's unique needs and recommending tailored solutions from JPMorgan Chase's comprehensive suite of services, all while upholding the highest standards of integrity and compliance in the financial services industry. Your day-to-day responsibilities will include engaging with walk-in and existing clients to open accounts, process transactions, and provide expert advice on financial wellness. You will collaborate with branch colleagues to meet sales targets, promote digital banking tools, and contribute to a welcoming branch environment that reflects JPMorgan Chase's global reputation for excellence. This position offers the opportunity to grow within one of the world's leading financial institutions, leveraging our resources for career advancement while making a meaningful impact in the vibrant Sunrise community. We value professionals who thrive in a fast-paced, client-focused setting and are passionate about helping others achieve their financial goals. If you have a strong background in retail banking and a genuine enthusiasm for building relationships, join JPMorgan Chase to be part of a team that prioritizes innovation, diversity, and superior service in financial services.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend appropriate JPMorgan Chase products and services
• Open and maintain various deposit and loan accounts while ensuring compliance with regulatory requirements
• Provide personalized financial advice on topics such as budgeting, saving, and investment options
• Process transactions including deposits, withdrawals, and wire transfers with accuracy and efficiency
• Build and nurture long-term client relationships to drive retention and referrals
• Identify cross-selling opportunities for wealth management and investment services
• Collaborate with branch team members to achieve sales goals and deliver exceptional service
• Maintain up-to-date knowledge of JPMorgan Chase policies, procedures, and industry trends
• Assist in branch operations such as cash handling and end-of-day reconciliations
• Promote a culture of hospitality and client-centric service in the Sawgrass branch

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in retail banking, customer service, or financial services
• Strong knowledge of banking products including checking, savings, loans, and credit cards
• Ability to obtain necessary state and federal licenses (e.g., NMLS registration)
• Proficiency in Microsoft Office Suite and banking software systems
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with banking regulations

Preferred Qualifications

• Previous experience in sales or relationship management within a financial institution
• Bilingual proficiency, particularly in Spanish, to serve the diverse community in Sunrise, FL
• Familiarity with JPMorgan Chase's digital banking platforms and tools
• Experience in community involvement or local networking in South Florida
• Advanced certifications such as Certified Financial Planner (CFP) or equivalent

Required Skills

• Customer relationship management
• Sales and consultative selling techniques
• Financial product knowledge (deposits, loans, investments)
• Regulatory compliance and risk management
• Active listening and empathy
• Problem-solving and decision-making
• Time management and multitasking
• Digital literacy in banking applications
• Team collaboration and leadership
• Attention to detail in transaction processing
• Adaptability to client needs
• Communication (verbal and written)
• Ethical judgment in financial advising
• Community engagement skills
• Proficiency in CRM software

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off including vacation, sick days, and holidays
• Tuition reimbursement for professional development and education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Parental leave and family benefits for work-life balance
• Access to JPMorgan Chase's global career development resources and mentoring

JP Morgan Chase is an equal opportunity employer.