Relationship Banker - Peninsula Market - San Francisco, CA
Koitecc Solutions
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 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.
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. Equal Opportunity Employer/Disability/Veterans 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. #J-18808-Ljbffr Koitecc Solutions- 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...SuggestedAfternoon shift
$25 - $26.77 per hour
This position is open for the entire market and the specific Financial Center location... ...for operational excellence Builds relationships with clients to meet financial needs... ...Week 40 Pay Transparency details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL...SuggestedHourly payShift workWeekend workDay shift$25 - $26.77 per hour
...*This position is open for the entire market and the specific Financial Center location... ...for operational excellence Builds relationships with clients to meet financial needs Follows... ...: 40 Pay Transparency details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS...SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$24.92 - $30.46 per hour
...what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts...SuggestedFull timeTemporary workLocal area$135k - $192k
...California Bank & Trust work in a relationship-centered culture where they... ...Bank” from the readers of San Diego Union-Tribune and Orange... ...” in Small Business & Middle Market Excellence Awards. We are... ...Relationship Manager in San Francisco, CA to act as the primary account...SuggestedWork experience placementWork at officeLocal areaFlexible hours- ..., 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...Immediate startAfternoon shift
$116.1k
Sr. Associate, Corporate Finance job at Chime. San Francisco, CA. About the role We’re seeking a Senior Associate to support the Corporate Finance... .... You’ll work closely with the Accounting and Capital Markets teams to enhance the accuracy of key balance sheet and cash flow...Full timeWork at officeLocal areaRemote workNight shift$122.4k - $228k
...Senior Treasury Consultant job at BMO Financial Group, San Francisco, CA. Applies consultative sales and relationship management practices to generate leads and close... ...industry forums and community events, utilizing market insights and trends to reinforce the Bank's brand...Part timeWork experience placementLocal areaShift work- ...technology and software team based in our San Francisco office you will be responsible for... ...knowledge in key analytical, communication, marketing and sales skills. Every day is different... ...four days on‑site in our San Francisco, CA office (Monday‑Thursday) with the option...Temporary workWork at officeWork from home
$24.92 - $30.46 per hour
...what you excel at—all from 'Day One.' Job Description Client Relationship Consultants build relationships with customers, engaging... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts...Temporary workLocal area$24.92 - $30.46 per hour
## Client Relationship Consultant 2 (Banker) - Bayview - San Francisco, CAApplylocations: San Francisco, CAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 17, 2026 (30+ days left to apply)job requisition id: 2026-0016413At U.S. Bank, we’re...Temporary workLocal area$109.12k - $163.68k
Associate Banker SAFE Act LO - C12 San Francisco, CA. The Associate Banker SAFE Act LO is a seasoned professional... ...Banker in creating sales and marketing strategies designed to generate revenue... ...at target firms. Cultivate relationships with firm employees, source leads...Full time$106k
Associate, Strategic Finance - Corporate job at Uber San Francisco, CA. This is a hybrid role (50% in office) and you must be located in, or willing to relocate to, San Francisco. About the Role As part of the Corporate Finance team, you will help analyze our global business...Work at officeRelocation$193k - $289k
...Senior Manager- Okta Ventures job at Okta. San Francisco, CA. Get to know Okta Okta is The World’... ..., and competitors by evaluating market sizing, technology walkthroughs, industry... ...Experience in building trusting relationships and influencing others (including senior...Full timeWork experience placementWork at officeFlexible hours3 days per week- 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
$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 timeWork at officeFlexible hours$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 office2 days per week1 day per week$200k - $300k
...BankerApplyremote type: Hybridlocations: San Francisco California United Statestime... ...requisition id: 26967523The Banker SAFE Act is a strategic... ...financial matters.* Build relationships with client families that... ...and current global market conditions.* Present and communicate...Full time$250k
...financial matters. Build relationships with client families that cross... ...having covered the UHNW market / Extensive experience in working... ...Coverage Job Family Private Banker Time Type Full time Primary Location San Francisco, California, United States...Full time$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 timeWork at officeLocal areaRemote workShift workNight shift- ...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...
$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 placementWork at officeRelocation package- 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
- 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
$200k - $300k
...establishing, growing, and managing investment relationships. They should be experienced in the... ...in providing advice and guidance on markets and actionable investment ideas. Appropriate... ...Investment Counselor Full time San Francisco, California, United States Salary: $200...Full time$150k - $160k
...Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-... ...(1st or 2nd year) to join our team in San Francisco. Associates serve as critical members of... ...associates, as well as assisting senior bankers. The Associate will be given significant...Immediate startMonday to Friday$29.08 - $35.54 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually...Temporary workLocal area$80k - $100k
Private Banker, PBO - 101 California Street At Citizens Private Bank, as a Private Banker, you will have the opportunity to work in... ...the bank” with net new prospects. Maintain and deepen client relationships acting as a trusted advisor. Manage relationships in partnership...Work at officeLocal areaFlexible hours$80k - $120k
Financial Advisor - San Francisco Federal Credit Union An investment program partnership between... ...position, located in San Francisco, CA, allows you to join the investment... ...to grow your book of business, deepen relationships, and deliver tailored financial solutions...$260k - $390k
...Securities Litigation experience. The ideal candidate would be based in San Francisco or Silicon Valley. This is an excellent opportunity to join a... ...JD from an accredited law school. Admission to the CA bar. 3-5 years of experience in securities litigation or related...Temporary workFlexible hours
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!
