Relationship Banker - Marin Napa Market- San Rafael, 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
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory
$60k - $75k
...sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a... ...comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave,...SuggestedWork at officeWork from home$45.9k - $75.9k
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$73.6k - $106.26k
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...seeking a Senior Branch Premier Banker (SAFE) to play a pivotal... ...grows, deepens, and manages relationships with affluent customers and... ...Location: 2300 Irving St SAN FRANCISCO, CA 94122 Pay Range... ...applicable risk programs (Credit, Market, Financial Crimes, Operational...SuggestedTemporary workWork experience placementImmediate start$24 - $31 per hour
Redwood Credit Union is looking for a Part Time Member Relationship Specialist. The role involves member service duties related to new accounts... ...Workplaces 2025" Top Corporate Philanthropists (#24) - San Francisco Business Times Voted Best Places to Work in the North...Hourly payPart timeWork experience placementWork at officeRelocationHome officeNight shift$20.44 - $37.17 per hour
...Retail Banker If you are looking to provide top retail banking... ...looking for you! Bank of Marin, voted by our employees as one... ...work at our Northgate branch in San Rafael. At Bank of Marin our... ...problems and build strong customer relationships. Bank of Marin is a community...Work experience placementBank staffLocal area$45.9k - $75.9k
...Sales & Service Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you’... ...as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and...Full timeContract workPart timeLocal areaImmediate startDay shift$61.28k - $85.52k
A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably some...- Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division. You will be responsible for building strong customer relationships, assisting with account openings, and educating customers about digital banking tools. The position offers...
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- ...seeking an Associate Personal Banker (SAFE) to join our National... ...frontline role, you will build relationships with customers by supporting... ...Highway, Ste 209 Mill Valley, CA 94941 Pay Range Reflected is... ...applicable risk programs (Credit, Market, Financial Crimes,...Work experience placementFlexible hours
$64.17k - $102.81k
...leading technology and exceptional service. Senior Personal Banker Delivers an exceptional client service experience by... ...client. Provides maintenance and holistic advice on assigned relationships by identifying client needs. Executes and/or submits client...Work experience placementWork at officeFlexible hours- ...accurate client digital files, Member financial data, and documentation as directed by CUSO Financial Services and RCU. • Coordinate marketing and sales efforts to promote Redwood Credit Union. • Provide CUSO Financial Services and RCU with all materials distributed for...Work at office
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$28.85 - $33.65 per hour
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Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Pablo, California. This role involves assisting in sales, building customer loyalty, and delivering client services. Responsibilities include managing business credit requests, collaborating with...$43.1k - $58.3k
BMO U.S. is seeking a customer-focused individual to join their team in Larkspur, California. In this role, you will deliver exceptional service, identify customer needs, and guide them through banking solutions. Experience in consultative sales or customer service and ...$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Pablo, California. The role involves assisting in executing sales and fostering customer relationships to drive loyalty and sales growth. Key responsibilities include managing small business credit...$43.1k - $58.3k
...identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides... ...Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit...Contract workPart timeLocal areaDay shift- JPMorgan Chase & Co. in California is seeking a Private Client Banker in Branch Banking to manage affluent clients' complete banking relationships. Your role includes generating growth through excellent service and a proactive approach to client relationships. Required...
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$28.85 - $33.65 per hour
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Bank of America is seeking a financial advisor in Novato, CA to help clients achieve their financial goals through tailored investment... ...skills are essential, along with the ability to build relationships and meet client needs. The position offers a competitive salary...- A leading financial institution is seeking a Private Client Banker in Novato, California. This role focuses on managing banking relationships for affluent clients, ensuring exceptional service tailored to individual financial needs. Candidates should have at least 1 year...
$180k - $247.5k
...-understood biology and provide an opportunity to be first-to-market or offer a substantial benefit over existing therapeutic options... ...teams to align initiatives with business goals. * Manage relationships with solution providers, technology vendors, and thirdparty logistics...Contract workWork at officeRemote workWorldwide
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