Relationship Banker - Atlee Station- Richmond, VA

Location: Mechanicsville, VA, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at the Atlee Station branch in Mechanicsville, VA, you will play a pivotal role in delivering JPMorgan Chase's renowned commitment to hospitality and client care. In this dynamic position within the financial services industry, you will serve as the primary point of contact for clients, helping them navigate a wide array of banking solutions tailored to their unique needs. From opening new accounts and processing transactions to advising on loans, investments, and digital tools, your expertise will empower clients to achieve their financial goals while embodying the firm's values of trust, integrity, and excellence. This role is ideal for individuals passionate about building lasting relationships in a supportive team environment at one of the world's leading financial institutions. Your day-to-day responsibilities will involve proactive client engagement, identifying opportunities to enhance their banking experience through personalized recommendations, and ensuring seamless service delivery. You will collaborate with colleagues to meet branch objectives, such as sales targets and client satisfaction metrics, while adhering to strict regulatory standards set by bodies like the FDIC and SEC. At JPMorgan Chase, we prioritize innovation, so you will also guide clients toward our cutting-edge digital platforms, including mobile banking apps and online wealth management tools, to promote financial literacy and security. This position offers the chance to contribute to community initiatives in the Richmond area, reinforcing our dedication to inclusive economic growth. JPMorgan Chase provides a rewarding career path with opportunities for advancement into senior banking roles or specialized financial advisory positions. We invest in your professional growth through ongoing training, leadership development programs, and access to global networks. Joining our team means becoming part of a culture that values diversity, work-life balance, and impactful contributions to clients' financial well-being. If you thrive in a client-focused role and are eager to make a difference in the Mechanicsville community, this Relationship Banker position at Atlee Station is your opportunity to excel at JPMorgan Chase.

Key Responsibilities

• Engage clients in the Atlee Station branch in Mechanicsville, VA, to understand their financial needs and recommend appropriate JPMorgan Chase products such as checking accounts, mortgages, and investment options
• Deliver exceptional client experiences by providing personalized service, resolving inquiries, and fostering long-term relationships
• Process transactions including deposits, withdrawals, and loan applications with accuracy and efficiency
• Identify cross-selling opportunities to deepen client relationships and meet branch sales goals
• Educate clients on digital banking tools, fraud prevention, and financial wellness programs offered by JPMorgan Chase
• Collaborate with branch team members to ensure compliance with regulatory requirements and internal policies
• Maintain accurate client records in JPMorgan's core banking systems and adhere to data privacy standards
• Participate in community outreach events to promote JPMorgan Chase's commitment to local financial inclusion
• Monitor client portfolios for opportunities to upsell premium services like wealth management
• Handle escalated client issues with empathy and professionalism to uphold the firm's hospitality standards

Required Qualifications

• High school diploma or equivalent required; bachelor's degree preferred
• At least 1-2 years of experience in retail banking, customer service, or sales
• Strong knowledge of banking products and services, including deposits, loans, and investments
• Ability to obtain necessary state and federal licenses (e.g., NMLS registration)
• Proficiency in using banking software and Microsoft Office Suite
• Excellent communication and interpersonal skills for client interactions
• Availability to work flexible hours, including weekends

Preferred Qualifications

• Bachelor's degree in finance, business, or related field
• Previous experience in a JPMorgan Chase branch or similar financial institution
• Series 6 or 7 securities license
• Bilingual proficiency in English and Spanish to serve diverse clients
• Proven track record in achieving sales targets in a retail environment

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Digital literacy in banking platforms
• Team collaboration
• Attention to detail
• Adaptability to client needs
• Communication (verbal and written)
• Risk assessment
• Multitasking in a fast-paced environment
• Ethical judgment in financial advising

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and certifications
• 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 mentorship programs

JP Morgan Chase is an equal opportunity employer.