Relationship Banker - Georgia Ave and W St - Washington, DC

Location: Washington, DC, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Relationship Banker for our Georgia Ave and W St branch in Washington, DC, 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 Chase in the heart of the nation's capital, helping clients navigate their financial journeys with products ranging from everyday banking solutions like Chase Sapphire checking accounts to sophisticated wealth management and lending options. Your role will involve building meaningful relationships with individuals and small businesses in the vibrant DC community, ensuring every interaction reflects our high standards of integrity, innovation, and client-centric service in the competitive financial services industry. In this dynamic position, you will conduct in-depth consultations to uncover clients' unique needs, recommend appropriate solutions such as mortgages, credit cards, or investment strategies through JP Morgan's robust platforms, and provide ongoing support to help them achieve their goals. You will handle a variety of transactions with precision, leverage digital tools to streamline processes, and collaborate with branch colleagues to create a welcoming environment that promotes trust and loyalty. Compliance with federal regulations, including anti-money laundering protocols, will be integral to your daily responsibilities, safeguarding both clients and the firm. Joining JP Morgan Chase means becoming part of a global leader in financial services, where your contributions directly impact clients' lives and the broader economy. We value diversity and inclusion, offering opportunities for growth in a supportive culture that rewards performance and innovation. If you are passionate about finance and excel at fostering connections, this role at our Washington, DC branch provides a platform to advance your career while making a tangible difference.

Key Responsibilities

• Engage clients at the Georgia Ave and W St branch to understand their financial needs and recommend tailored JP Morgan Chase products such as Chase checking accounts, mortgages, or wealth management services
• Deliver exceptional hospitality by greeting clients warmly, resolving inquiries promptly, and ensuring a seamless banking experience
• Conduct needs-based consultations to identify opportunities for cross-selling banking, lending, and investment solutions
• Process transactions accurately, including deposits, withdrawals, and loan applications, while adhering to security protocols
• Build and maintain long-term client relationships to foster loyalty and referrals within the Washington, DC community
• Collaborate with branch team members and specialists to support client goals, such as home buying or retirement planning
• Monitor client portfolios for updates and proactively reach out with personalized financial advice
• Ensure compliance with all regulatory requirements, including documenting interactions and reporting suspicious activities
• Contribute to branch goals by participating in community events and promoting JP Morgan Chase's brand
• Utilize digital tools to enhance client interactions, such as scheduling virtual appointments or demonstrating online banking features

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 sales within the financial services industry
• Strong knowledge of banking products including checking/savings accounts, loans, credit cards, and investment options
• Ability to obtain necessary state and federal banking licenses (e.g., NMLS registration if applicable)
• Proficiency in using banking software and CRM systems for client management
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal banking regulations such as BSA/AML

Preferred Qualifications

• Prior experience at a major financial institution like JP Morgan Chase
• Bilingual proficiency, particularly in Spanish or other languages common in the Washington, DC area
• Sales experience exceeding performance targets in financial products
• Certification in financial planning or customer relationship management
• Familiarity with digital banking tools and mobile app integrations

Required Skills

• Customer service excellence
• Sales and relationship building
• Financial product knowledge
• Regulatory compliance awareness
• Active listening and empathy
• Problem-solving and decision-making
• Digital literacy in banking platforms
• Time management and organization
• Team collaboration
• Adaptability to client needs
• Attention to detail in transactions
• Communication (verbal and written)
• Negotiation and persuasion
• Risk assessment
• 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 6% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and advanced degrees
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work options and commuter benefits for DC-area employees
• Access to JP Morgan Chase's global career development resources and mentorship programs

JP Morgan Chase is an equal opportunity employer.