Relationship Banker - East Bay Valley-Livermore, 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. 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 Koitecc Solutions
- ...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
$21.81 - $26.65 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...SuggestedFull timeTemporary workLocal area$25 - $27.88 per hour
...for operational excellence Builds relationships with clients to meet financial... ...0 Pay Transparency details US - CA - Danville - 620 San Ramon Valley Blvd - DANVILLE BC (CA4118), US -... ...LAFAYETTE BC (CA4127), US - CA - Livermore - 1748 Railroad Ave - LIVERMORE BC...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay 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 an Associate Banker within Chase, you will represent our brand and culture with the utmost...SuggestedPart time
$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...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift$49.5k - $82.5k
...contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you will be based in Livermore, CA. Bilingual Spanish preferred. PNC is an in... ...of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows...Full timeTemporary workPart timeWork experience placementWork at officeShift work$49.5k - $82.5k
...differentiator and competitive advantage. As a Personal Banker within PNC's Retail organization, you will be based in Livermore, CA. Bilingual Spanish preferred. Job... ...of Influence to acquire, expand, and retain relationships. Create customer loyalty and grow share of wallet...Temporary work- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...Banker within PNC's Retail organization, you will be based in Livermore, CA. Bilingual Spanish preferred. PNC is an in-office company that...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$49.5k - $82.5k
PNC is seeking a Personal Banker to enhance customer relationships in Livermore, CA. This role emphasizes customer service, banking solutions, and proactive sales to meet customer needs. Candidates should have relevant experience and skills, with a bilingual preference...- Chase is looking for a Relationship Banker in Livermore, California. In this role, you will manage client relationships, exceed their expectations with friendly service, and offer solutions tailored to their financial needs. Applicants must have at least one year of sales...
$25 - $27.88 per hour
...to engage clients and assist with transactions in California, Livermore. You will play a crucial role in educating clients about self... ...with accuracy. Ideal candidates will possess strong relationship-building skills and a commitment to improving clients' financial...Hourly pay- JPMorganChase is seeking a Relationship Banker in Livermore, California, to provide exceptional client service and financial solutions. In this role, you will manage client relationships and help achieve their financial goals using state-of-the-art banking solutions. The...
$90k - $120k
...This position can be filled in either the Pleasanton or Greater Bay area. Job Summary The Mortgage Financing Advisor is... ...support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role; however...Contract workWork at office- ...Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding...Flexible hours
$29.27 - $38.84 per hour
...Summary The Client Contact Center Personal Banker will be responsible for making a high... ...account growth, deepening existing client relationships, and grow deposits for the Client... ...oldest independently owned banks in the Bay Area and has been consistently recognized...Work experience placementLocal areaFlexible hoursWeekend work$25 - $27.88 per hour
...permitted by applicable law. * 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...Hourly payFlexible hoursShift workWeekend workDay shift- Fremont Bank is seeking a Client Contact Center Personal Banker in Livermore, California. This role involves making outbound calls to generate leads, deepen client relationships, and grow deposits. Successful candidates will provide excellent customer service, engage in...
$25 - $27.88 per hour
...’s risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established... ...locations across California, including San Ramon, Dublin, Livermore, Pleasanton, and surrounding communities. Locations will be based...Hourly payFlexible hoursWeekend work- Fremont Bank in Livermore seeks a Client Contact Center Personal Banker responsible for high-volume outbound calls to generate new business and deepen relationships with existing clients. The ideal candidate will excel in providing customer service, answering inquiries...
$25 - $27.88 per hour
...individual to engage clients in the lobby, assisting with transactions via self-service resources. The successful candidate will build relationships with clients, ensuring their financial needs are met and driving a positive client experience in a vibrant office environment....Hourly payWork at office- Koitecc Solutions is looking for a motivated Relationship Banker in Pleasanton, California. You will deliver outstanding customer service while leveraging banking solutions to help clients achieve their financial goals. The ideal candidate has a strong sales background,...
- ...helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional...Flexible hours
- PNC is looking for a Personal Banker to join their team in Livermore, CA. You'll be responsible for enhancing customer relationships through service and sales activities while ensuring compliance with regulations. The ideal candidate will have at least 3 years of banking...
$37 - $65.5 per hour
...us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start- Quality Talent Group is hiring bankers in Dublin, California to join a leading national bank's Consumer, Small, and Business Banking division. The role requires strong customer service skills and a commitment to integrity while serving customers. In addition to competitive...
- ...Girls Just Gotta Have Funds | Redwood City, CA Girls Just Gotta Have Funds is growing and looking for a Junior Financial... ...build. You will have the opportunity to support existing client relationships, assist with planning and investment-related work, and take on...Work at office10 hours per week
$22 - $25 per hour
...customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g...Full timeFlexible hoursWeekend work$23.56 - $33.65 per hour
...Position Summary The Universal Banker delivers world class service in accordance with... ...develops and maintains internal partner relationships to maximize cross-sell. This position achieves... ...oldest independently owned banks in the Bay Area and has been consistently...Local areaFlexible hours- ...Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad...
- ...CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice. Generate 1 SPF referral per month. Generate 2... ...contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with...Work experience placement
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