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

Relationship Banker - Peninsula Market - 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 Essentials (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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 online application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. 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 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 JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker - Peninsula Market - San Francisco, CA in San Francisco, CA vacancy
  • $25 - $32.69 per hour

     ...them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service...  ...information about requesting an accommodation. Base Pay / Salary San Francisco, CA $25.00 - $32.69 / hour #J-18808-Ljbffr JPMorgan Chase
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase

    San Francisco, CA
    5 days ago
  •  ..., 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... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    San Francisco, CA
    4 days ago
  •  ..., 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... 
    Suggested
    Afternoon shift

    JPMorganChase

    San Francisco, CA
    5 days ago
  • $135k - $169k

     ...California Bank & Trust work in a relationship-centered culture where they...  ...Bank” from the readers of San Diego Union-Tribune and...  ...” in Small Business & Middle Market Excellence Awards. We are...  ...Relationship Manager in San Francisco, CA to act as the primary account... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    San Francisco, CA
    3 days ago
  •  ...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... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    San Francisco, CA
    13 days ago
  • Relationship Banker - Branch 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... 
    Immediate start
    Afternoon shift

    Koitecc Solutions

    San Francisco, CA
    3 days ago
  • $150k - $160k

    Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer...  ...associates, as well as assisting senior bankers. The Associate will be given significant responsibility... 
    Monday to Friday

    Oppenheimer & Co Inc

    San Francisco, CA
    3 days ago
  • $116.88k - $175.32k

     ...Sr Retail Business Banker San Francisco CA, Vice President Working at Citi is far more than just...  ...existing Citibank's business relationships greater than $1MM as well as supporting...  ...act as a role model for the assigned Market, delivering assistance and building knowledge... 

    Citi

    San Francisco, CA
    3 days ago
  •  ...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... 
    Immediate start
    Afternoon shift

    Chase

    San Francisco, CA
    4 days ago
  • $91k - $135k

    Global Banking & Markets - San Francisco- Associate, Banker-Industry/Country Coverage - 247440 Job Description Job...  ...bankers in maintaining client relationships; and helping senior team members evaluate...  ...$135,000. Locations San Francisco, CA, United States Healthcare & Medical... 
    Work at office

    Goldman Sachs Group, Inc.

    San Francisco, CA
    3 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: San Francisco Market San Francisco, California To proceed with your application...  ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    5 days ago
  • $88k - $123k

     ...Bank & Trust work in a relationship-centered culture where...  ...from the readers of San Diego Union-Tribune and...  ...Business & Middle Market Excellence Awards....  ...Portfolio Managerin San Francisco, CA . This role focuses on...  ...portfolio. Assists bankers with new and existing... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    San Francisco, CA
    1 day ago
  • WIND Ventures is located in San Francisco, CA and is the strategic venture capital arm for COPEC...  ...to the appealing LatAm growth markets. Since 2019, WIND Ventures has achieved...  ...company governance, strategy, and managing relationships with co-investors and company management... 
    Full time

    VC Stack

    San Francisco, CA
    5 days ago
  • $140k - $200k

    Investment Associate Location: San Francisco, CA (On-site) Compensation: $140k - $200k Type: Full...  ...of asset classes, including public markets, private equity, venture capital, hedge...  ...strategy Build and maintain relationships with VCs, PE firms, founders, and other... 
    Full time
    Work at office
    Flexible hours

    VC Stack

    San Francisco, CA
    5 days ago
  • $100k - $160k

     ...Commercial Portfolio Manager – San Francisco, CA At Windsor Management, we're constantly expanding and seeking talented individuals to join...  ...will be adjusted based on the applicant's experience and the market rates in their location. Benefits At Windsor, we are... 
    Work at office
    Immediate start

    Windsor Management Corp.

    San Francisco, CA
    1 day ago
  • $85.85k - $101k

     ...Financial Planner (San Francisco, CA) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... 
    Temporary work
    Work at office
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    1 day ago
  • $228k - $266k

     ...investing team, capital networks function, marketing partners, and others to shape this...  ...presence 1‑2 days a week in our San Francisco, CA office. To join our team, you should...  ...first‑class way. Use data, software, and relationships to drive volume and signal in collaboration... 
    Work at office
    2 days per week
    1 day per week

    VC Stack

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

     ...Our San Francisco office is looking for an Investment Banking Senior...  ...analysts, and developing client relationships. The successful...  ...public and private capital markets transactions. The successful...  ...’s degree required; an MBA, CA and/or CFA designation would... 
    Temporary work
    Work at office

    Morgan Stanley

    San Francisco, CA
    2 days ago
  • $250k

     ...The Personal Banker SAFE Act is an entry level position responsible...  ...calls to acquire new relationships and deepen existing relationships...  ...and leverage technology/ marketing tools available to uncover opportunities...  ...Primary Location: San Francisco California United States... 
    Full time

    Citigroup Inc

    San Francisco, CA
    5 days ago
  • $200k - $300k

     ...The Banker SAFE Act is a strategic professional who closely follows...  ...financial matters. Build relationships with client families that...  ...and current global market conditions. Present and communicate...  ...Primary Location: San Francisco California United States... 
    Full time

    Citigroup Inc

    San Francisco, CA
    4 days ago
  •  ...Financial Solutions Advisor Registration Candidate- Peninsula Market San Francisco, California;Foster City, California; San Francisco, California...  ...advisor – from acquiring, building and managing client relationships to considering a client's complex financial picture and... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    1 day ago
  • $119k

     ...for Chime’s new and emerging products Build strong working relationships with cross‑functional teams including Product, Risk, Analytics...  ...the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance... 
    Full time
    Work at office
    Local area
    Remote work
    Night shift

    Chime

    San Francisco, CA
    3 days ago
  • $101k

     ...qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with... 
    Full time
    Work at office
    Local area
    Remote work
    Shift work
    Night shift

    Chime

    San Francisco, CA
    3 days ago
  • MFV Partners is an early-stage Deep Tech VC fund based in the San Francisco Bay Area. At MFV, we back promising deep tech founders across...  ...for day-to-day tasks, including sourcing investment prospects, market research, conducting due diligence, analyzing investment opportunities... 
    Full time

    VC Stack

    San Francisco, CA
    5 days ago
  •  ...seed‑stage opportunities across key US markets (SF, NYC, Austin, Miami), with a strong...  ...and pre‑seed/seed rounds. Build trusted relationships with first‑time and repeat founders,...  ...plus. Network or prior experience in San Francisco, New York, Austin, or Miami is strongly... 

    VC Stack

    San Francisco, CA
    5 days ago
  • $200k - $250k

     ...include identifying startups, conducting market analysis, performing due diligence, and...  ...partners. This position is based in San Francisco, requiring attendance in the office four...  ...experience building and maintaining relationships with a diverse range of stakeholders across... 
    Work experience placement
    Work at office
    Relocation package

    VC Stack

    San Francisco, CA
    5 days ago
  • Early-Stage Investor Job Application (San Francisco) Chapter One is a venture fund built for...  ...insight Conviction in early teams and markets Rolling up our sleeves to help founders...  ...What you’ll do Lead deals and own relationships with founders Develop investment theses... 
    Relocation

    VC Stack

    San Francisco, CA
    5 days ago
  •  ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong...  ...to suit their financial needs.  As a Private Client Banker in Branch Banking, you are the main point of contact for a select... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    San Francisco, CA
    14 days ago
  •  ...Senior Universal Banker III Location: San Francisco, CA (On-site) Employment Type: Full-Time...  ...who excels at building high-value relationships and leading branch excellence? We...  ...promotions. Competitive Pay: Market-leading base salary plus performance... 
    Full time
    Local area
    Remote work
    Worldwide

    Dexian

    San Francisco, CA
    5 days ago
  • $28.85 - $33.65 per hour

     ...life they envision through a personal relationship with their advisory team committed to...  ...knowledge of investments and financial markets and apply key principles appropriate to...  ...40 Pay Transparency details US - CA - San Francisco - 555 California St - Bofa Center - 55... 
    Hourly pay
    Traineeship
    Work at office
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    1 day ago

Do you want to receive more vacancies?

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