Relationship Banker- East Bay Valley-San Leandro, 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
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory
$25 - $27.88 per hour
...is seeking a motivated individual to engage clients at their San Leandro Financial Center location. The role requires assisting customers... ...self-service banking technologies and building strong client relationships to meet financial needs. Applicants must possess a high...SuggestedHourly pay$33.06 - $40.4 per hour
...discover 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$43.68k - $69.9k
.... GENERAL FUNCTION: The Personal Banker I position will provide an exceptional... ...maintaining, and enhancing long lasting relationships with existing and prospective customers... ...computer screens. Personal Banker I - San Leandro Total Base Pay Range 43,680.00 - 69,...SuggestedWork at office- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch.... ...frontline role, you will build relationships with customers by supporting everyday... ...Posting Location(s): Danville 585 San Ramon Valley Blvd. Danville, CA 94526 Pleasanton Gateway 6778...SuggestedFull timeWork experience placementFlexible hours
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- ...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 Private Client Banker in a Chase Branch, you will represent our brand and culture with...Full timeImmediate startAfternoon shift
$28.56 - $37.36 per hour
...RelationshipBanker Location: Fremont, CA Hiring salary range: $28.56... ...Fremont Bank - one of the Bay Area's most respected and long... ...service, and strong client relationships. If you're energized by... ...The Senior Relationship Banker delivers world-class service...Hourly payWork at officeLocal areaFlexible hoursNight shift- Quality Talent Group seeks bankers for their Consumer, Small, and Business Banking division in Castro Valley, California. This is a dynamic role focusing on building strong customer relationships and providing tailored financial solutions. Candidates will assist with account...
$50.03k - $65.27k
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...Job Family Branch Sales Time Type Part time Primary Location San Lorenzo California United States Primary Location Full Time Salary...Hourly payFull timePart time$60k - $75k
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...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia... ...further. Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that...$45.9k - $75.9k
...creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance...Part timeLocal areaImmediate startDay shift$150k
...Senior Financial Advisor San Francisco Bay Area 4B+ AUM Independent RIA Overview Growing independent 4B+ AUM Independent RIA seeks... ...serving high-net-worth individuals and families Strong financial planning and relationship management skills 1821...Work at officeFlexible hours$100k
...If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior... ...would like to talk to you! E.A Buck Financial Services in Dublin, CA is seeking to add a Lead Advisor to our Team! This Lead Advisor...Work at officeLocal areaMonday to FridayFlexible hours- 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...
- Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division. The role offers growth opportunities... ...workplace culture. Responsibilities include building customer relationships and assisting with financial needs. The ideal candidate should...
$37 - $65.5 per hour
...Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within... ...This role grows, deepens, and manages relationships with affluent customers and those with... ...Job Location: 2300 Irving St SAN FRANCISCO, CA 94122 Pay Range Reflected is the...Temporary workWork experience placementImmediate start- ...sectors. With a global presence spanning San Francisco, Singapore, Shanghai, and... ...new investment opportunities within Silicon Valley's deep tech and consumer ecosystems. Develop... ...Well-networked within the San Francisco Bay Area startup community. Education: Bachelor...Work experience placementLocal area
$27.5 per hour
...Universal Banker San Ramon, CA 94582 Overview Salary Range $27.50 - $27.50 Hourly Position... ...increase business, strengthen member relationships, and increase member loyalty. In addition... ...us all better. Provident has been a Bay Area "Top Workplace" since 2017, and our...Hourly payFull timeTemporary workWork experience placementWork at officeMonday to FridayFlexible hoursWeekend work$25.19 - $28.96 per hour
...Personal Banker Department: Retail Bank Employment Status: Full-Time, Hourly (40... ...Personal Bankers are responsible for building relationships and providing expert financial advice and... ...F&M Bank 121 West Pine Street, Lodi CA 95240 We are an equal opportunity employer...Hourly payFull timeWork experience placementLocal area$45.9k - $75.9k
...Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you’ll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We’re looking for individuals...Contract workPart timeLocal areaImmediate startDay shift$19 - $23 per hour
...communities. Apply today! General Summary Travel to various branches within the assigned region to work as a substitute for Relationship Banker Is during absences, including vacations and emergency situations. Responsible for primarily handling teller transactions,...Full timeWork experience placementBank staffFlexible hoursShift work- ...Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its... ...in roles within wealth management across the Bay Area. Happy to connect with professionals in...
- Job Description Job Description Are you a proven closer looking to take your sales career to the next level? Join Direct Protection Security , one of the fastest-growing authorized ADT dealers in the nation. We offer hot leads , high conversion rates , and the...Weekly payWork at officeFlexible hours
$104.8k - $148.08k
...mass affluent households, focusing on clients in the Greater San Francisco Bay area. This role is focused on retaining and growing... ...Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients Provide a first...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$25 - $27.88 per hour
...excellent communication skills, and the ability to provide tailored financial solutions. Responsibilities include building client relationships, managing appointments, and understanding financial needs. Benefits include competitive hourly pay of $25.00 - $27.88 and access...Hourly pay- David White & Associates, based in San Ramon, CA, is seeking individuals eager to build strong client relationships and provide personalized financial guidance. The ideal candidates will possess strong communication skills and a client-focused mindset, along with the ambition...Work at office
- ...communities. Apply today!/ph3General Summary/h3pTravel to various branches within the assigned region to work as a substitute for Relationship Banker Is during absences, including vacations and emergency situations. Responsible for primarily handling teller transactions,...Full timeWork experience placementBank staffFlexible hoursShift work
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