Relationship Banker - Sierra Mountain Market - Rocklin, CA
JPMorganChase
Job Description 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. 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. 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: 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. 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. 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 centers, 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. 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, color, 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. Equal Opportunity Employer/Disability/Veterans 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 JPMorganChase
$47.84k - $64.48k
...Associate Personal Banker (SAFE) to join our... ..., you will build relationships with customers by... ...Lincoln Blvd., Lincoln, CA 95648 ~2173... ...Blvd., 1st Floor, Rocklin, CA 95765 ~2000 Douglas... ..., CA 95747 ~8650 Sierra College Blvd.,... ...programs (Credit, Market, Financial Crimes,...SuggestedHourly payFull timeWork experience placementFlexible hours$20 - $28 per hour
...Relationship Banker Relationship Bankers build meaningful, long-term client relationships by... ...cash flow, financial statements, and market risk. ~ Demonstrates desire and ability... ...6061 Stanford Ranch Road Suite 100 Rocklin CA 95765 Our Benefits: We are proud...SuggestedWeekend work$20 - $28 per hour
About the Role Relationship Bankers build meaningful, long-term client relationships by exhibiting... ...cash flow, financial statements, and market risk. Demonstrates desire and ability... ...). 6061 Stanford Ranch Road Suite 100 Rocklin CA 95765 Our Benefits comprehensive healthcare...SuggestedLocal areaWeekend work- ...Columbia Bank in Rocklin, CA is seeking a Relationship Banker to build lasting client relationships, open new deposit accounts, and originate consumer loans. You will manage a loan and deposit portfolio and educate clients on digital and traditional solutions. The role...Suggested
$25 - $26.77 per hour
...goals. This position is open for the entire market and the specific Financial Center... ...strives for operational excellence Builds relationships with clients to meet financial needs Follows... ...Per Week: 40 Pay Transparency details US - CA - Roseville - 2221 Douglas Blvd -...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$76.96k - $136.24k
...Senior Branch Premier Banker (SAFE) to play a... ..., and manages relationships with affluent customers... .... Citrus Heights, CA 95610 ~8475... ..., CA 95746 ~8650 Sierra College Blvd., Roseville... ...Blvd., 1st Floor, Rocklin, CA 95765 ~2000... ...programs (Credit, Market, Financial Crimes,...Full timeTemporary workWork experience placementImmediate start- ...firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest... ...we have an immediate opening in our Roseville, CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service...Temporary workLocal areaImmediate start
- ...plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate...Local areaImmediate startRemote workRelocation
$80k - $90k
...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust... ...America) Hours Per Week: 40 Pay Transparency details US - CA - Roseville - 2998 DOUGLAS BLVD (CA2945), US - CA - Sacramento...Interim roleWork at officeLocal areaImmediate startShift workDay shift$18 - $25 per hour
...calculations.Proficient in expanding the client relationship with emphasis on creating new... ...Grow your skills with our tailored premier banker programs.Career Growth: Clear paths to achieve... ...s).2998 Douglas Blvd Suite 100 Roseville CA 95661We are proud to offer a competitive...Immediate start- California ISO is looking for a Market Validation and Quality Analyst in Folsom, California, to perform complex mathematical and market analytical tasks. This role involves validating prices and market outcomes, providing technical support, and assisting in software design...Relocation package
- JPMorganChase's Chase branch in California is seeking a Relationship Banker to provide warm, knowledgeable service while helping clients achieve their financial goals. You will build lasting relationships, understand needs, educate clients on digital tools, and collaborate...
$20 - $23 per hour
Personal Banker - Roseville Pleasant Grove Job Category : Production / Branch Banking Requisition... ...1020 Pleasant Grove Blvd Roseville, CA 95678, USA Roseville Pleasant Grove 1020... ...you create and expand banker-client relationships based on purpose, value, and trust. You assist...Hourly payFull timeLocal area$150k - $165k
Overview Rocklin, CA $150,000 - $165,000 Base A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Responsibilities Lead...Local area- ...Series 65 Adviser in beautiful Granite Bay, CA. This exciting opportunity allows you to leverage... .... Maintain up-to-date knowledge of market trends and regulatory changes. Build and maintain strong client relationships through effective communication. Prepare and...Flexible hours
- ...their passion of becoming a Financial Advisor. Role Specifics Work with high-net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives. Collaborate with and be mentored...Interim roleImmediate start
$240k
...Security Services is a veteran-led security company headquartered in Rocklin, California. The company provides modern security solutions... ...Experience in sales, business development, or client relationship management Strong communication and networking skills Ability...Remote jobContract workFlexible hours$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker... .... This role grows, deepens, and manages relationships with affluent customers and those with... ...& Capitol 3001 Capitol Ave., Sacramento, CA. 95816 ~ Arden Fair Mall 1510 Arden Way...Temporary workWork experience placementImmediate start$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker... .... This role grows, deepens, and manages relationships with affluent customers and those with... ...& Capitol 3001 Capitol Ave., Sacramento, CA. 95816 ~ Arden Fair Mall 1510 Arden Way...Temporary workWork experience placementImmediate start$61k - $119k
...client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life... ...Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM)...Full timeContract workFor contractorsWork at office$72k - $102k
...We are committed to building long-term relationships with our clients while helping them navigate... ...be located near our Citrus Heights, CA office. What You'll Do: General Support... ...); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera...Full timeWork at officeFlexible hours- Tri Counties Bank is seeking a Personal Banker in Roseville Pleasant Grove to provide teller and new account support, while building banker-client relationships and showcasing bank products. You will conduct transactions, advise customers on services, and work with other...
- ...products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with... ...reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule,...Local area
- ...your advisory services. The role offers remote work with flexible scheduling and opportunities to expand your client base through marketing support and collaboration with leadership. Industry licenses and a successful sales record are essential. #J-18808-Ljbffr Corebridge...Remote jobFlexible hours
$170k - $190k
...Build Trusted PartnershipsDevelop strong relationships with leaders across Engineering,... ...developing others. This role is based in our Rocklin office, with onsite collaboration Monday... ...Applicable pay ranges may differ across markets. Actual pay will be determined based on...H1bWork at officeLocal areaRemote workHome officeRelocation packageMonday to Thursday$150k - $165k
A growing financial services firm is seeking a Lead Financial Advisor in Roseville, CA to manage client relationships and provide strategic financial guidance to high-net-worth individuals. Candidates should have over 10 years of experience and relevant certifications,...- ...- and growing - nationwide. Our Folsom, CA office is looking for a VP, Financial Advisor... ...Job Functions Manage existing client relationships to WEG’s planning-based standard of... ...leads provided by various WEG channels (Marketing, CRP, etc.) Create opportunities within...Full timeTemporary workWork at officeFlexible hours
$20 - $28.6 per hour
Job Summary We are seeking a customer-focused Banker for a direct hire opportunity in Roseville, CA. This role is ideal for an experienced banking professional... ..., new account opening, customer service, and relationship building. The Banker will support consumer and business...Hourly pay- ...insurance license and/or securities registrations such as Series 7 and 66 or Series 6, 63, and 65. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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