Relationship Banker- Diablo Hills Market - San Ramon, 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 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. 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. 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 on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. 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 of registration can be found at: #J-18808-Ljbffr JPMorgan Chase & Co.
- ..., 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...SuggestedImmediate startAfternoon shift
$25 - $27.88 per hour
...open for the entire market and the specific Financial... ...excellence Builds relationships with clients to meet... ...details US - CA - Danville - 620 San Ramon Valley Blvd - DANVILLE... ...Lafayette - 3530 Mt Diablo Blvd - LAFAYETTE BC... ...Alhambra Ave - VIRGINIA HILLS BC (CA4180), US - CA...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$28.85 - $33.65 per hour
...acquiring, building and managing client relationships to considering a client\'s complex... ...Saturdays This position is open for the entire market and the specific Financial Center... ...Benefits Pay Transparency details US - CA - San Ramon - 3100 Crow Canyon Pl - SAN RAMON BC (CA...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...Builds and nurtures strong relationships. Collaborates effectively with... ...Pay Transparency details US - CA - Dublin - 4250 Dublin Blvd -... ...(CA4210), US - CA - Pleasant Hill - 2178 Contra Costa Blvd -... ...HILL BC (CA4126), US - CA - San Ramon - 3100 Crow Canyon Pl - SAN RAMON...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...meet the financial goals. This position is open for the entire market and the specific Financial Center location will be based on... ...s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...SuggestedFlexible hoursShift workWeekend workDay shift
- ...meet their financial goals. Open to all candidates across the market; the specific Financial Center location will be based on... ...s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...RelocationFlexible hoursShift workWeekend workDay shift
- A leading financial institution in San Ramon is looking for a qualified financial advisor. As a team member, you will help clients achieve... ...include recommending banking strategies, managing client relationships, and triaging leads. Candidates should hold the necessary...
- JPMorgan Chase & Co. is seeking a Relationship Banker in San Ramon, California. In this role, you'll represent our brand, providing exceptional service using cutting-edge technology. You will manage and retain client relationships, educate clients about banking solutions...
- JPMorganChase in San Ramon, California is seeking a Relationship Banker to represent the brand while providing exceptional client service. The role involves managing and building relationships with clients by offering banking solutions and leveraging technology to address...
- ...specific considerations. **This position is open for the entire market and the specific Financial Center location will be based on... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established...Work at officeFlexible hoursShift workWeekend workDay shift
$83.5k - $111.3k
Associate Financial Planner (Danville, CA) At Edelman Financial Engines, our purpose... ...future. Our goal is to build long‑term relationships based on respect, integrity, and a... ...understanding of finance and investment markets/securities Attention to detail, ability...- ..., 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...Afternoon shift
$100k - $120k
Wealth Advisor - Hightower Signature Wealth 3160 Crow Canyon Rd, San Ramon, CA 94583, USA Job Description Posted Tuesday, March 17, 2026... ...We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a...Permanent employmentLocal areaImmediate start$100k
...the life they envision through a personal relationship with their advisory team committed to... ...build their network by sharing relevant market developments and discussing new products... ...Per Week 40 Pay Transparency details US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (...Hourly payWork at officeImmediate startShift workDay shift- ...Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its... .... Happy to connect with professionals in the space, even if you’re just curious about the market....
- ...Roving Associate Personal Banker (SAFE) to join our... ...assigned geography, building relationships with customers by... ...Antioch 1715 A St. Antioch, CA 94509 Benicia 892... ...Concord, CA 94518 Oak Hills 660 Bailey Rd. Pittsburg... ...risk programs (Credit, Market, Financial Crimes, Operational...Full timeWork experience placementFlexible hours
$45.9k - $75.9k
...mindset with a focus on building strong community and networking relationships. Delivers exceptional service to BMO customers and prospects.... ...as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit...Full timeContract workPart timeLocal areaImmediate startDay shift$100k - $160k
Commercial Portfolio Manager - East Bay, CA At Windsor Management, we're constantly expanding... ...on the applicant’s experience and the market rates in their location. Benefits... ...re growing! We won Top 100 Fastest Growing San Francisco Businesses by the SF Times in 20...Work at officeImmediate start$170k - $250k
...talented colleagues from other markets, businesses and functions to... ...next level. As a Private Banker in the U.S. Private Bank, you... ...Responsibilities Manage and maintain relationships with clients by earning trust... ...Pay/Salary Walnut Creek,CA $170,000.00 - $250,000.00 /...Temporary workWork experience placementLocal area- A multinational banking and financial services corporation in San Leandro seeks motivated candidates to engage clients and assist... ...service transactions. The role involves building strong client relationships and managing cash responsibilities efficiently. Desired qualifications...Full timeWeekend work
$22 - $25 per hour
Cathay Bank is looking for enthusiastic team members in Dublin, CA to open new accounts and provide exceptional customer service. Candidates should possess 1-2 years of relevant experience and a motivation to help customers achieve their financial goals. Bilingual candidates...Hourly pay- ...activities during a critical transition period. This position follows a hybrid work schedule, 3 days per week in their office in San Jose, CA, or Portland, OR. The engagement has an expected duration of 3 months. Responsibilities Manage consolidated financial reporting...Interim roleWork at officeLocal area3 days per week
- A leading wealth management firm based in San Ramon is seeking a Wealth Advisor. In this role, you will maintain and expand client relationships, develop personalized financial plans, and engage in portfolio reviews. Candidates should have over 5 years of relevant experience...
$85k - $145k
...Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria... ...here. 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$70k - $93.5k
...This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to... ...research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and...Temporary workWork at officeFlexible hours$80k - $90k
...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust... ...of America) Hours Per Week 40 Pay Transparency details US - CA - Napa - 700 MAIN ST (CA3811), US - CA - Pleasanton - 4900...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also... ...specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress...Flexible hours
- ...Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office. The ideal candidate will be responsible for assisting... ...Communicating with clients CPAs and estate attorneys. Assist with office marketing efforts and newsletter. Other duties as assigned. Additional...Work experience placementWork at office
$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- ...institution is seeking a Financial Solutions Advisor Stage I in San Ramon, California. This role involves obtaining specific securities... ...a strong client-focused mentality and the ability to build relationships. Extensive training is offered to support career growth,...
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