Jobs
>
Oakland

    Relationship Banker - Oakland, United States - JPMorgan Chase Bank, N.A.

    Default job background
    Description

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

    As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

    Job responsibilities

    • Delivers an exceptional customer experience by acting with a customer-first attitude
    • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
    • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
    • Influences, educates, and connects customers to technology
    • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
    • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
    • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
    Required qualifications, capabilities, and skills
    • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
    • High school degree, GED, or foreign equivalent
    • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
    • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
    • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
    • Ability to work branch hours including weekends and some evenings
    Preferred qualifications, capabilities, and skills
    • College degree or military equivalent
    • Professional, thorough, and organized with strong follow-up skills
    • Exude confidence with clients when sharing product knowledge and solutions
    • Experience adhering to policies, procedures, and regulatory banking requirements
    Dodd Frank/Truth in Lending Act

    This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

    In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

    Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans

    Base Pay/Salary
    Oakland,CA $ $30.29 / hour

  • Bank of America

    Relationship Banker

    3 weeks ago


    Bank of America San Pedro, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...

  • East West Bank

    Relationship Banker

    3 days ago


    East West Bank Oakland, California, United States Permanent

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America Oakland, United States

    Relationship Banker - bilingual Cantonese required - Oakland Chinatown area · Oakland, California · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America Oakland, United States

    Relationship Banker · Piedmont, California · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teamma ...

  • Bank of America

    Relationship Banker

    3 weeks ago


    Bank of America Emeryville, United States Full time

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America Berkeley, United States

    Relationship Banker - Berkeley area · Berkeley, California;Berkeley, California · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and h ...


  • Cathay Bank Daly City, United States

    People Drive Our Success · Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we prou ...

  • Bank of America

    Relationship Banker

    2 days ago


    Bank of America San Francisco, United States

    Relationship Banker - San Francisco Financial area · San Francisco, California;San Francisco, California; San Francisco, California; San Francisco, California; San Francisco, California; San Francisco, California; San Francisco, California; San Francisco, California; San Francisc ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America West Valley City, United States

    Relationship Banker · Highland, Utah;Centerville, Utah; West Valley City, Utah · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and ho ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America Lafayette, United States

    Relationship Banker · Lafayette, California · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teamm ...

  • Bank of America

    Relationship Banker

    16 hours ago


    Bank of America Daly City, United States

    Relationship Banker - San Francisco West area · San Francisco, California;San Francisco, California; San Francisco, California; San Francisco, California; San Francisco, California; San Francisco, California; Daly City, California; San Francisco, California; San Francisco, Califo ...

  • JPMorgan Chase Bank, N.A.

    Relationship Banker

    3 weeks ago


    JPMorgan Chase Bank, N.A. Pleasant Hill, United States

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of ...

  • JPMorgan Chase Bank, N.A.

    Relationship Banker

    3 weeks ago


    JPMorgan Chase Bank, N.A. Benicia, United States

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America American Canyon, United States

    Relationship Banker - Vallejo area · Vallejo, California;American Canyon, California; Vallejo, California · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is ho ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America Dublin, United States

    Relationship Banker - Dublin area · Dublin, California · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our cli ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America Redwood City, United States

    Relationship Banker - Peninsula South area · Cupertino, California;Cupertino, California; Palo Alto, California; Sunnyvale, California; Redwood City, California; Mountain View, California · Job Description: · At Bank of America, we are guided by a common purpose to help make fina ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America San Ramon, United States

    Relationship Banker · San Ramon, California · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teamm ...

  • Bank of America

    Relationship Banker

    1 week ago


    Bank of America San Rafael, United States

    Relationship Banker - San Rafael area · San Rafael, California · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for ...

  • Bank of America

    Relationship Banker

    2 weeks ago


    Bank of America San Rafael, United States Full time

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...


  • Wells Fargo West Valley City, United States

    Why Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...