Relationship Banker - Rivergate - Madison, TN

Location: Madison, TN, United States

Job Family: Relationship Bankers

About the Role

As a Relationship Banker at JP Morgan Chase's Rivergate branch in Madison, TN, you will play a pivotal role in delivering exceptional client experiences that reflect our core values of hospitality, trust, and innovation in the financial services industry. In this dynamic position, you will serve as the primary point of contact for clients, helping them navigate a wide array of banking solutions from one of the world's leading financial institutions. Your day-to-day will involve building meaningful relationships, providing personalized financial advice, and ensuring seamless transactions, all while upholding Chase's commitment to ethical practices and regulatory compliance. This role is ideal for individuals passionate about empowering clients to achieve their financial goals in a supportive, high-energy branch environment. Key responsibilities include proactively engaging with walk-in and existing clients to assess their needs, recommending appropriate products such as checking and savings accounts, personal loans, credit cards, and even introductory investment options through JP Morgan's wealth management services. You will process daily transactions with precision using state-of-the-art banking systems, educate clients on digital tools like the Chase Mobile app for secure online banking, and identify opportunities to deepen relationships by cross-selling complementary services. Collaboration with branch colleagues, including specialists in mortgages and small business banking, will be essential to resolve inquiries efficiently and contribute to the branch's overall success in meeting sales targets and client satisfaction metrics. At JP Morgan Chase, we invest in your growth with robust training programs, career advancement opportunities, and a culture that values work-life balance. Located in the vibrant community of Madison, TN, this position offers the chance to make a tangible impact on local clients while being part of a global powerhouse in finance. If you thrive in a client-facing role and are eager to embody Chase's motto of 'How Can We Help?', we invite you to join our team and contribute to our mission of reimagining the future of banking.

Key Responsibilities

• Engage clients in the Rivergate branch to understand their financial needs and recommend tailored JP Morgan Chase products and services
• Open and maintain various account types, including deposit accounts, loans, and credit products while ensuring regulatory compliance
• Build and nurture long-term client relationships to drive retention and referrals, embodying Chase's hospitality standards
• Process transactions accurately and efficiently, including deposits, withdrawals, and wire transfers using branch systems
• Identify cross-selling opportunities for wealth management, mortgages, and investment services from JP Morgan's offerings
• Educate clients on digital banking tools, mobile apps, and online security to enhance their experience
• Collaborate with branch team members and specialists to resolve complex client issues promptly
• Maintain accurate records of client interactions and adhere to all Chase policies on privacy and data security
• Participate in community outreach events in Madison, TN, to promote JP Morgan Chase's commitment to local financial wellness
• Monitor branch performance metrics and contribute to sales goals while prioritizing client satisfaction

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 accounts, loans, credit cards, and investment options
• 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
• Commitment to ethical standards and compliance with federal banking regulations

Preferred Qualifications

• Previous experience in sales or relationship management within a financial institution
• Familiarity with JP Morgan Chase's digital banking platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Experience with CRM systems like Salesforce for client tracking
• Certification in financial planning or anti-money laundering (AML) training

Required Skills

• Customer relationship management
• Sales and consultative selling techniques
• Financial product knowledge (loans, deposits, investments)
• Regulatory compliance and risk management
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital literacy in banking software and apps
• Time management and multitasking
• Team collaboration and leadership
• Attention to detail for transaction accuracy
• Adaptability to client needs and market changes
• Ethical decision-making
• Presentation and communication skills
• Data analysis for client profiling
• Cultural sensitivity for diverse populations

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 parental leave
• Tuition reimbursement for professional development and certifications in finance
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work options and commuter benefits for Madison, TN location
• Access to JP Morgan Chase's employee assistance program for financial and personal counseling

JP Morgan Chase is an equal opportunity employer.