Relationship Banker - Simi Valley Market - Thousand Oaks, CA and Surrounding Areas

Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees. In this role, you will represent our brand with the utmost hospitality, use the latest banking solutions, and provide friendly, attentive service to help clients meet their financial needs. Job Responsibilities Put clients first and exceed their expectations by delivering attentive, friendly service and creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand their financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust and anticipating their needs. Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs. Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions and collaborate with experts for specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements, including required training. 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 and delivering results. Ability to create memorable experiences for clients and elevate the client experience. Excellent communication skills, both in person and over the phone, with a proven ability to tailor product features and benefits to clients with varying needs. Ability to quickly and effectively resolve client issues with attention to detail, providing consistent client experience. Operate within established risk parameters and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. Minimum licensing requirements: Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. All unlicensed applicants must obtain the necessary licenses through JPMC's licensing program within 180 days of hire. 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 Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. An offer is contingent on a review of criminal conviction history, credit report, information available through NMLS, and any other relevant information. Any felony conviction within the last seven years will disqualify a candidate. Continued employment is contingent upon ongoing compliance with Truth in Lending Act/Dodd‑Frank requirements and the SAFE Act, including NMLS registration and annual renewal. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. An offer is contingent on a review of criminal conviction history, including pre‑trial diversions or program entries. Equal Opportunity Employer / Disability / Veterans We are an equal‑opportunity employer and place a high value on diversity and inclusion. 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, disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices, beliefs, and physical or mental disability needs. Benefits and Compensation We offer a competitive total rewards package including base salary, commission‑based pay, and discretionary incentive compensation. Eligible employees receive benefits such as 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. About The Team The Consumer & Community Banking division serves our Chase customers with personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide highly rated digital solutions. #J-18808-Ljbffr JPMorganChase