Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker - Financial District -San Francisco, CA

JPMorgan Chase & Co.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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:

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker - Financial District -San Francisco, CA in San Francisco, CA vacancy
  • $26 - $29 per hour

     ...East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years... 
    Financial
    Hourly pay

    East West Bank

    San Francisco, CA
    1 day ago
  • $24 - $25.5 per hour

     ...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,...  ...further. Overview Being the next generation Business Relationship Officer at East West Bank means you are part of a world-class... 
    Financial

    Unavailable

    San Francisco, CA
    3 days ago
  • $50k - $100k

     ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...  ...by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves... 
    Financial
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Daly City, CA
    4 days ago
  • $122.54k - $208.72k

     ...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals...  ...market. Provide integrated financial services advice to these...  ...May partner with another CA and manage a risk adjusted revenue... 
    Financial
    Remote work

    City National Bank

    San Francisco, CA
    1 day ago
  • Chase is looking for a Relationship Banker to join a Chase Branch and represent our brand with hospitality. You will acquire, manage, and retain meaningful client relationships, using financial knowledge to offer tailored solutions that fit their goals. In this role you... 
    Financial

    JPMorganChase

    San Francisco, CA
    4 days ago
  • U.S. Bank in Mill Valley, CA seeks a Relationship Banker to engage customers across in-person, appointment, and digital channels, offering tailored financial solutions and guiding them through deposits and loans with a digital-first mindset. You will develop partnerships... 
    Financial

    Discovery Village Palm Beach Gardens

    Mill Valley, CA
    2 days ago
  • East West Bank in California seeks a Relationship Officer to manage and expand a diverse client portfolio across commercial and consumer...  ..., and collaborate with internal teams to deliver tailored financial solutions. You will coach junior staff, ensure high touch service... 
    Financial

    East West Bank

    San Francisco, CA
    1 day ago
  • $26 - $29 per hour

    Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world‑class team that focuses on delivering...  ...with our customers. Actively assessing clients’ financial information to recommend, present, and sell additional products... 
    Financial

    East West Bank

    San Francisco, CA
    11 hours ago
  • $24 - $25.5 per hour

     ...110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,...  ...confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team... 
    Financial

    East West Bank

    San Francisco, CA
    2 days ago
  •  ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice,...  ...proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized... 
    Financial
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    San Francisco, CA
    1 day ago
  • $50k - $100k

    Join us in building something new. This Relationship Banker requisition supports our De Novo branch expansion, where you’ll have the opportunity...  ...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... 
    Financial
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO

    San Francisco, CA
    3 days ago
  • $138.3k - $207.5k

     ...Operations Excellence & Business Operations Lead Remote Bay Area, CA, US Since we opened our doors in 2009, the world of commerce...  ...loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a... 
    Financial
    Local area
    Remote work
    Worldwide
    Flexible hours

    Block, Inc.

    San Francisco, CA
    11 hours ago
  • $152.2k - $228.2k

     ...Performance Marketing Remote Bay Area, CA, US Posted Date: 10/07/26 Remote Bay Area...  ...staff. Across it all, we’ve embedded financial services tools at the point of sale, so...  ...understanding of performance marketing and the relationship between creative, media, content, and... 
    Financial
    Local area
    Remote work
    Worldwide
    Flexible hours

    Block, Inc.

    San Francisco, CA
    21 hours ago
  • $24 per hour

     ...for this position is $24.00 per hour based on a full time schedule. This is a full-time, in-person role based out of our Financial District locations. You would work 40 hours a week, 8-hour shifts, Monday through Friday, with scheduling between 7:30 AM and 6:30 PM.... 
    Financial
    Hourly pay
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Shift work

    One Medical

    San Francisco, CA
    1 day ago
  • $120k - $250k

     ...Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the...  ...decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning... 
    Financial
    Contract work
    Part time
    Local area
    Shift work

    Bank of Montreal

    San Francisco, CA
    21 hours ago
  • $24 per hour

     ...pay for this position is $24.00 per hour based on a full time schedule. This is a full-time, in-person role based out of our Financial District locations. You would work 40 hours a week, 8-hour shifts, Monday through Friday, with scheduling between 7:30 AM and 6:30 PM.... 
    Financial
    Hourly pay
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Shift work

    One Medical

    San Francisco, CA
    2 hours ago
  •  ...DescriptionAt least 4 +years of experience on Service Virtualization using CA LISAAt least 2 years of experience with HP ALM/Quality CenterAt...  ...and problem solving skills (Mining skill).Experience with Financial Services domain (desirable)Ability to work independently and... 
    Financial
    Permanent employment
    Full time

    Sonsoft

    San Francisco, CA
    2 days ago
  • $175k - $225k

     ...advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team...  ...Investment Banking Time Type: Full time Primary Location: CA-ONE MARKET PLAZA Primary Location Full Time Salary Range: $... 
    Financial
    Full time

    Citi

    San Francisco, CA
    1 day ago
  • $175k - $225k

     ...advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team...  ...Investment Banking Time Type: Full time Primary Location: CA-ONE MARKET PLAZA Primary Location Full Time Salary Range: $17... 
    Financial
    Full time

    Citigroup Inc.

    San Francisco, CA
    1 day ago
  • $65k - $200k

    A leading financial institution in California is seeking a Commercial Banking Relationship Manager to enhance commercial banking activities. The ideal candidate will have a minimum of 10 years of experience in relationship management within commercial banking, a strong... 
    Financial

    East West Bank

    San Francisco, CA
    2 days ago
  • $195k - $235k

     ...ownership of headcount and/or OpEx planning and reportingStrong financial modeling skills, with advanced proficiency in Excel/Google...  ...any other status protected by law or regulation.LocationSan Francisco, CA - US; Sunnyvale, CA - USEmployment TypeFull timeLocation TypeOn... 
    Financial
    Temporary work
    Shift work

    Crusoe

    San Francisco, CA
    1 day ago
  • $140k - $200k

     ...Stanley Wealth Management provides holistic financial solutions to individuals, families and...  ...AZSeattle, WA Kirkland, WA Bellevue, WASan Francisco, CAWalnut Creek, CAHouston, TXHiring...  ...please copy and paste into your browser.CA - Expected base pay rates for the role will... 
    Financial
    Temporary work
    Local area

    Morgan Stanley

    San Francisco, CA
    5 days ago
  •  ...opportunity to take your career to the next level. As a Private Banker Associate in the U.S. Private Bank, you are responsible for...  ...a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and... 
    Financial

    JPMorgan Chase & Co.

    San Francisco, CA
    10 days ago
  •  ...career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible...  ...use your knowledge of investments, financial planning, credit and banking to both...  ...Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly... 
    Financial
    Temporary work
    Work experience placement
    Local area

    Chase

    San Francisco, CA
    21 hours ago
  • $165k - $200k

     ...build-from-the-ground-up role: you will directly impact our financial integrity and scalability by transforming raw deal information...  ...any other status protected by law or regulation.LocationSan Francisco, CA - USEmployment TypeFull timeLocation TypeOn-siteDepartmentAccounting... 
    Financial
    Full time
    Contract work
    Temporary work

    Crusoe

    San Francisco, CA
    3 days ago
  • $160k - $195k

     ...matches what's been built or contracted. This role owns the financial and economic thinking behind that gap across the business: finding...  ...any other status protected by law or regulation.LocationSan Francisco, CA - US; Bellevue, WA - US; Sunnyvale, CA - USEmployment... 
    Financial
    Contract work
    Temporary work

    Crusoe

    San Francisco, CA
    1 day ago
  •  ...Private Banker In The International Private Bank We are seeking exceptionally talented...  ...your expertise in investments, financial planning, credit, and banking to provide...  ...Responsibilities Manage and maintain relationships with clients by earning trust,... 
    Financial
    Temporary work
    Work experience placement
    Local area

    Chase

    San Francisco, CA
    4 days ago
  • $278k - $327k

    # VP of FinanceTeleportSan Francisco Bay Area, CA (Hybrid)Full-time$278,000 – $327,000 / yearAI tools...  ...Key responsibilities* Lead financial planning, forecasting, scenario analysis...  ...US GAAP and audit readiness• Manage relationships with external auditors and tax advisorsBoard... 
    Financial
    Permanent employment
    Full time
    Remote work

    We Love AI Jobs

    San Francisco, CA
    1 day ago
  •  ...direct originations and manage the end-to-end loan process. The candidate should bring 10+ years in CRE lending, a strong bridge lending background, and established relationships in Northern California and the Pacific Northwest. #J-18808-Ljbffr Prudential Financial, Inc in
    Financial

    Prudential Financial, Inc in

    San Francisco, CA
    1 day ago
  •  ...locations within a specific geography where a banker or teller is out of the office or to...  ...customer experience by building relationships through proactive outreach as well as proposing...  ...solutions to help customers succeed financially Assist customers with basic requests... 
    Financial
    Work experience placement
    Work at office
    Immediate start
    Flexible hours
    Weekend work

    Wells Fargo

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker - Financial District -San Francisco, CA. Be the first to apply!