Relationship Banker - Diablo Hills Market - Walnut Creek, CA
Koitecc Solutions
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. 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. 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. National Mortgage Licensing System and Registry (NMLS) 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. Further information about NMLS and registration requirements of registration can be found at: About Us 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. Benefits and Compensation We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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 centres, 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. Equal Opportunity Employer / Disability / Veterans 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, colour, 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. About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small‑business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions – all while ranking first in customer satisfaction. #J-18808-Ljbffr Koitecc Solutions
- ...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...SuggestedImmediate startAfternoon shift
- ...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...SuggestedImmediate startAfternoon shift
$60k - $120k
...Wealth Advisor (Walnut Creek) Walnut Creek CA - Walnut Creek, CA 94596 Overview Salary Range... ...group of clients Support internal marketing efforts by qualifying leads and referring... ...equivalent Minimum 2 years of relationship management/sales experience with a...SuggestedFull timeTemporary workWork at officeImmediate startFlexible hours- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...SuggestedImmediate startAfternoon shift
- ...Senior Universal Banker Rossmoor Walnut Creek Job details Posted... ...Location Walnut Creek, CA Reference 1002953 Job... ...excels at building high-value relationships and leading branch excellence... ...prioritize internal promotions. Market-leading base salary plus...SuggestedPermanent employmentLocal areaRemote workWorldwide
$68.64k
...branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably.... ...with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take...Full timePart timeWork experience placementWork at officeLocal area- ...Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Menlo Park; San Francisco; Walnut Creek Why Work at Mercer Advisors?... ...Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help...Local area
- ...will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help...Local area
- ...will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help...Local area
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo... ...role, you will build relationships with customers by supporting... ...3630 Mount Diablo Blvd. Lafayette, CA 94549 Alamo Plaza... ...Monument Blvd. Pleasant Hill, CA 94523 Rossmoor... ...0 Tice Valley Blvd. Walnut Creek, CA 94595 Walnut...Work experience placementFlexible hours$28.85 - $33.65 per hour
...advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture... ...Hours Per Week 40 Pay Transparency details US - CA - Martinez - 6678 Alhambra Ave - VIRGINIA HILLS BC (CA4180), US - CA - Pleasant Hill - 2178 Contra...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$100k
...life they envision through a personal relationship with their advisory team committed to... ...build their network by sharing relevant market developments and discussing new... ...Week 40 Pay Transparency details US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813) Pay...Hourly payWork at officeImmediate startShift workDay shift- ...Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within... ...trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing...
$170k - $210k
...Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria... ...Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and...Temporary workWork at officeLocal areaRemote workFlexible hours- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Walnut Creek, CA, United States Job Description... ...talented colleagues from other markets, businesses and functions to provide... ...Manage and maintain relationships with clients by earning trust,...Temporary workWork experience placementLocal area
$250k
...please review .The Personal Banker SAFE Act is an entry level position... ...calls to acquire new relationships and deepen existing relationships... ...and leverage technology/ marketing tools available to uncover... ...-------**Primary Location:**Walnut Creek California United States----...Full time- ...Underwriting Consultant - Employee Benefits Walnut Creek, CA, USA • Job Description At Alliant... ..., including special pricing and marketing projects. Meet with clients and Financial... ...all relevant external business partner relationships, including but not limited to insurance...Work experience placementWork at officeLocal area
- Koitecc Solutions is seeking a Relationship Banker in Walnut Creek, California, to represent the company while delivering outstanding client experiences. In this role, you will manage client relationships, ensuring their financial needs are met with exceptional service...
$66.56k - $80k
...the local bank branch located in Walnut Creek, Danville, Lafayette, or Concord, CA. Job Overview: A Wealth Advisor... ...and maintain strong working relationships with all assigned Branches. Responsibilities... ...within the bank-based investment market space Excellent knowledge of...Work at officeLocal area$20 - $28 per hour
...calculations. Proficient in expanding the client relationship with emphasis on creating new... ...your skills with our tailored premier banker programs. Career Growth: Clear paths to... ...1333 North California Blvd Suite SL-30 Walnut Creek CA 94596 Our Benefits We are proud to...Immediate start$100k - $275k
Bank of America in Walnut Creek, CA, is seeking a seasoned professional to lead client management and business development within its Private... ...over 12 years of experience in private banking, strong relationships skills, and a focus on creating a branded client experience...$80k - $90k
...help clients pursue the life they envision through a personal relationship with an advisory team committed to their needs. Role... ...700 MAIN ST (CA3811), Pleasanton - 4900 Hopyard Rd (CA4808), Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813). Compensation and Benefits...Interim roleImmediate startShift workDay shift- ...be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding... ...rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on business...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...A global financial institution is seeking a Personal Banker in Walnut Creek, California. This full-time entry-level role revolves around assisting sales and fostering client relationships to build loyalty. You'll help manage smaller credit requests while also cross-selling...Full time
- A financial institution in Walnut Creek is seeking a dedicated banking professional to enhance client relationships and support various banking services. You will engage clients, perform transactions, and play a vital role in loan origination. The ideal candidate has a...
- Citi in Walnut Creek is seeking a Personal Banker SAFE Act for an entry-level role focused on assisting sales and service activities. You will help foster relationships with customers, build loyalty, and increase sales. Responsibilities include managing business credit...
$85k - $100k
...a detail-oriented Paraplanner with a required Series 7 license to support financial advisors in a direct hire opportunity in Walnut Creek, CA. This role is ideal for a financial services professional with brokerage or retail brokerage experience who enjoys working closely...Temporary work$86.1k - $107.2k
...Associate Wealth Advisor Palo Alto, CA or Walnut Creek, CA Position Summary Focus Partners Wealth is seeking an Associate Wealth... ...closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning...Work at officeRemote work2 days per week- ...Associate Financial Planner (Danville, CA) At Edelman Financial Engines (EFE),... ...future. Our goal is to build long-term relationships based on respect, integrity, and a belief... ...understanding of finance and investment markets/securities Attention to detail, ability...
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