Relationship Banker - Santa Monica Market - Santa Monica, CA

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 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 a consistent client experience. Operate within established risk parameters and meet internal and external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. Completion of the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. Unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, with 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. Employment offers are contingent on a review of criminal conviction history, credit reports, NMLS information, and other relevant data to demonstrate financial responsibility, good character, and general fitness. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment would be contingent on compliance with Truth in Lending Act/Dodd‑Frank Loan Originator requirements. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offers are contingent upon a review of criminal convictions, including pretrial diversions or program entries. Benefits We offer a competitive total rewards package including base salary determined by role, experience, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation in cash and/or forfeitable equity. 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. Detailed compensation and benefits are provided during the hiring process. Equal Opportunity Employer Chase is an equal‑opportunity employer and places a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including but not limited to race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability. We also provide reasonable accommodations for religious practices and disability needs. For more information about accommodations, visit our FAQs. #J-18808-Ljbffr Koitecc Solutions