Relationship Banker - Marin Napa Market - Davis, CA
JPMorganChase
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. National Mortgage Licensing System and Registry (NMLS) 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. Further information about NMLS and registration requirements of registration can be found at: 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. Benefits and Compensation 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 centres, 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. Equal Opportunity Employer / Disability / Veterans 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, colour, 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. 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
- ...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. Job responsibilities Put clients...SuggestedImmediate startAfternoon shift
- ...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...SuggestedImmediate startAfternoon shift
$45k - $100k
...professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies... ...financial advisor? An interest in financial services/markets and how they work Love of learning and challenges,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...development experience * Passion for gaining knowledge of brokerage/banking products and services * Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab...Suggested
- JPMorganChase is seeking a Relationship Banker in Davis, California to manage client relationships and deliver top-notch service. This role requires a strong background in retail banking and excellent communication skills to create memorable client experiences. As part...Suggested
$70k - $90k
...branch located in Elk Grove, Folsom, Davis, Chico, or Mount Shasta, CA. Job Overview: A Wealth... ...Influence and maintain strong working relationships with all assigned Branches. Responsibilities... ...within the bank-based investment market space Excellent knowledge of...Work at officeLocal area$70k - $90k
...opportunity is located in Elk Grove, Folsom, Davis, Chico, or Mount Shasta, CA. Job Overview A Wealth Advisor... ...and maintain strong working relationships with all assigned branches. Responsibilities... ...within the bank-based investment market space. Excellent knowledge of...Work at office$100k - $300k
...decisions while developing strong referral relationships in the real estate community. You will... ...licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive... ...select leading brokerages across our markets Dedicated Deal Desk support and a...Part time$125k
...several branch offices in California (Brea, Davis, Irvine, and Los Angeles), as well as... ...front of clients, managing the client relationship, and providing comprehensive financial planning... ...how we provide support to our Advisors: Marketing & Business Development – We generate the...- Koitecc Solutions seeks a Relationship Banker in California to deliver exceptional customer service and manage client accounts. Your role will include developing client relationships, providing banking solutions, and utilizing technology to enhance client experiences. Ideal...
$125k
...several branch offices in California (Brea, Davis, Irvine, and Los Angeles), as well as... ...front of clients, managing the client relationship, and providing comprehensive financial planning... ...we provide support to our Advisors: Marketing & Business Development - We generate the...$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 - Santa Barbara - 1424 STATE ST (CA6808) US - CA - Westlake...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical...Full timeTemporary workWork at officeLocal areaFlexible hours
$125k
Pure Financial Advisors, LLC is seeking a CERTIFIED FINANCIAL PLANNER® or CPA with at least five years of financial planning experience. The role involves providing comprehensive retirement planning and investment management services. The starting salary is $125,000 with...- ...client practice aided by extensive support and training. This role requires an ambition-driven individual focused on forming lasting relationships and understanding client financial goals. A bachelor's degree or equivalent experience is preferred. The company offers a...
$70k - $90k
LPL Financial is seeking a Wealth Advisor located in California to deliver comprehensive financial services to clients. In this role, you'll provide tailored solutions and establish strong partnerships with retail branch staff. The ideal candidate is client-focused with...Work at office$104.06k - $150.89k
A leading financial institution in West Sacramento seeks a Relationship Manager to manage a portfolio of Commercial clients. Responsibilities include developing relationships for commercial loans and other banking products, managing the Center's budget, and participating...$104.06k - $150.89k
Community Bank is seeking a Relationship Manager responsible for managing a portfolio of Commercial clients. You will develop strong relationships that result in commercial loans, deposits, and other banking products. The ideal candidate will have a degree or 3-5 years...- ...completing Technology Readiness Level 7 with testing at the UL Advanced WindTurbine Testing Facility in Amarillo, Texas. The primary market for this breakthrough technology is wind farms with excellent but until now, unusable wind resources beneath the fleet of tall...
- A local credit union is seeking a Member Relationship Specialist to assist members with various financial needs, including transactions and loans. The ideal candidate should possess customer service experience and strong communication skills. Responsibilities include enhancing...Full timeLocal area
$80k - $90k
Role, Inc. is looking for a Financial Advisor to join their Merrill Advisor Development Program. You will engage with high-net-worth individuals, identify their needs, and deliver tailored financial recommendations. Candidates should hold Series 7 & 66 licenses and have...$159.97k - $188.2k
...is loaded## PWM - Portfolio Managerlocations: Woodland Hills, CA: Beverly Hills, CAtime type: Full timeposted on: Posted 2 Days... ...Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$24.04 - $28 per hour
...qualifications and experience. POSITION SUMMARY As a Senior Banker you bring to life Tri Counties Bank’s vision of a community-focused financial institution. You maintain and deepen banking relationships with our existing customers and establish new consumer and...Hourly payLocal area- ...leading financial institution is seeking a Portfolio Manager in Woodland Hills, CA. The successful candidate will manage individual and trust account assets and build client relationships. A Bachelor's degree with 10+ years of investment experience is required. Skills...Work at office3 days per week
- Tri Counties Bank is seeking a Senior Banker in Woodland, California. This role focuses on maintaining and deepening banking relationships while establishing new accounts. Candidates should have a strong background in sales and effective communication skills. Successful...Local area
$19 - $21 per hour
First Northern Bank of Dixon is seeking a Senior Teller to provide exceptional customer service while accurately processing financial transactions. This full-time position requires a High School Diploma and a minimum of one year of experience in financial services or retail...Full time- Sierra Donor Services Eye Bank (SDSEB) is looking for a dynamic and enthusiastic team member to join us to save lives! Our mission is to save lives through organ donation, and we want professionals who will embrace this important work. We are seeking a candidate for Fund...Temporary workWork experience placementLocal area
- A leading organization in organ donation is seeking a Fund Development Manager to support its mission of saving lives through organ donation. This position involves researching and writing proposals to secure funds, coordinating grant submissions, and working collaboratively...
- Job Description Job Description This position is an (Retail) Assistant Manager responsible for managing the operations of the California Highway Patrol Academy Recreation Fund, Inc. aka CHP Academy PX. The PX Assistant Manager reports to the PX Manager and supports...Seasonal work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Marin Napa Market - Davis, CA. Be the first to apply!



