Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker - Marin Napa Market- Greenbrae, 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker - Marin Napa Market- Greenbrae, CA in California, MO vacancy
  •  ..., 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... 
    Suggested
    Afternoon shift

    Koitecc Solutions

    California, MO
    22 hours ago
  • $25 - $26.77 per hour

     ...commuting distance of your home. 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... 
    Suggested
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank Of America

    California, MO
    2 days ago
  •  ...that meet the 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... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    California, MO
    2 days ago
  • $27.22 - $33.26 per hour

    Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships... 
    Suggested
    Temporary work

    U.S. Bank

    California, MO
    4 days ago
  • $23.19 - $28.35 per hour

    ## Client Relationship Consultant 2 (Banker) - Toluca Lake, CAApplylocations: Toluca Lake, CAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 20, 2026 (17 days left to apply)job requisition id: 2026-0019609At U.S. Bank, we’re on a journey to... 
    Suggested
    Temporary work
    Local area

    U.S. Bank

    California, MO
    5 days ago
  •  ...commercial skills, and a proven sales track record. This role involves closing profitable deals, developing relationships with customers and suppliers, and driving market growth. Competitive salary and excellent opportunities for personal and professional development are... 

    VIPA Group

    California, MO
    1 day ago
  • U.S. Bank is seeking a Client Relationship Consultant 2 in Toluca Lake, CA. The role involves building relationships with customers through various channels and providing tailored banking solutions. Applicants should have a high school diploma and 3-4 years of retail banking... 

    U.S. Bank

    California, MO
    5 days ago
  • $23.19 - $28.35 per hour

    U.S. Bank is seeking a Client Relationship Consultant 2 (Banker) in Tahoe City, CA. This role focuses on building strong relationships with customers through proactive outreach and effective communication. You will be responsible for providing banking solutions and maintaining... 

    U.S. Bank

    California, MO
    2 days ago
  • $22 - $23.5 per hour

     ...members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise...  ...to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world‑class team... 

    East West Bank

    California, MO
    2 days ago
  • $22.61 - $37.67 per hour

     ...business customers. Primary Responsibilities Play key role in Relationship Management (customer assessments, profiling for sales...  ...communication tools M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position... 
    Hourly pay

    M&T Bank

    California, MO
    5 days ago
  • $45k - $100k

     ...Financial Advisor position at Edward Jones located in Sonoma County, CA. The role involves partnering with clients to help them achieve...  ...backs you every step of the way. Key Responsibilities Build relationships and generate new clients via face‑to‑face and virtual sourcing... 
    Work experience placement
    Work at office
    Home office

    Edward Jones

    California, MO
    3 days ago
  • $250 per week

     ...years awarded Vault Top Internship Program The program trains interns in the areas of entrepreneurship, sales, business development, marketing, and communication. Our College Financial Representatives help their clients live more and worry less through our unique approach... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    California, MO
    3 days ago
  • $70k - $80k

     ...achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done....  ...Per Week 40. Location This position is open for the entire market and the specific Financial Center location will be based on... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Role, Inc.

    California, MO
    5 days ago
  • $135k - $147.5k

     ...limited to: Tax-Exempt Private Activity Mortgage Revenue and 501(c)3 Bonds Federal 9% and 4% Low Income Housing Tax Credits and State of CA Tax Credits State of California Housing and Community Development (HCD) programs including: Affordable Housing and Sustainable... 
    Permanent employment
    Contract work
    Work experience placement
    Work at office
    Local area
    Immediate start
    Remote work
    Home office
    Flexible hours

    California Housing Partnership

    California, MO
    2 days ago
  • $70k - $80k

     ...achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done....  ...equivalent. Location: This position is open for the entire market; specific Financial Center location will be based on business... 
    Temporary work
    Local area
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    California, MO
    3 days ago
  • $58.44k

     ...Salary Range Salary Minimum: $58,440 Salary Maximum: $93,500 General Job Information Title: Personal Financial Counselor, March ARB, CA Grade: 24 Work Experience - Required: Financial Counseling Work Experience - Preferred: (none) Education - Required: A... 
    Contract work
    Work experience placement
    Work at office

    Dormont Manufacturing Co

    California, MO
    2 days ago
  • Jr. Investment Advisor Associate (Newport Beach, CA) Kayne Anderson Rudnick We value experience and skills, and we care about who...  ...Qualifications Undergraduate degree. Some exposure to financial markets in classroom or internship setting. Strong interest in working... 
    Full time
    Internship

    Kayne Anderson Rudnick

    California, MO
    1 day ago
  • U.S. Bank is looking for a Client Relationship Consultant 3 (Banker) in West Hills, CA. This role focuses on building relationships with clients through various channels and providing counsel based on their unique banking needs. Candidates should have at least 4-5 years... 

    U.S. Bank

    California, MO
    2 days ago
  • TryApplyNow in Missouri is looking for a Financial Research Assistant / Research Assistant (Finance) to assist with financial analysis and market research. The role focuses on gathering and analyzing financial data to support business strategy and investment decisions. The... 

    TryApplyNow

    California, MO
    5 days ago
  •  ...others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Mercer Advisors is an equal opportunity employer... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    California, MO
    5 days ago
  • $24 - $25 per hour

    ## Personal Banker IApplyremote type: In-officelocations: Oakhurst CA: CA - Oakhurst - 40061 HWY 49time type: Full timeposted on: Posted 5 Days Agojob requisition...  ...** at UMB are experts at building customer relationships and recommending and selling products and services... 
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    California, MO
    2 days ago
  •  ...disability, contact this employer to ask for an accommodation or an alternative application process. Senior Personal Banker Full Time Professional Paso Robles, CA, US 8 days ago Requisition ID: 1212 Salary Range: $24.80 To $37.20 Annually Under the general direction of the... 
    Full time
    Work at office
    Night shift

    American Riviera Bank

    California, MO
    3 days ago
  • $19 - $22.66 per hour

     ...About the Role The Personal Banker is responsible for delivering exceptional client experience...  .... They acquire new and expand existing relationships with clients by asking questions to...  ...weekly. Location 540 Amanda Street, Arbuckle, CA 95912. Ability to work fully onsite at... 
    Hourly pay

    Columbia Bank (WA, OR & ID)

    California, MO
    2 days ago
  •  ...DescriptionAt Mabrey Bank, you’ll do more than process transactions — you’ll build lasting relationships and help customers reach their financial goals. As a **Relationship Banker**, you’ll gain hands-on experience across personal banking, customer service, and teller... 
    Full time
    Monday to Friday

    The Broken Arrow Economic Development Corporation

    California, MO
    3 days ago
  •  ...liaison between the customer and the financial institution, building and maintaining that relationship and offering advice and guidance related to bank accounts. As a relationship banker, you will have broad knowledge of the products and services offered by Encore Bank as... 
    Full time
    Work at office
    Shift work

    Encore Bank

    California, MO
    2 days ago
  • $50k - $150k

     ...Financial Advisor to their LBW team in Valencia, CA. This is a hybrid role. This role is an...  ...opportunities Contribute to developing new sales & marketing strategies Build and maintain strong, long-term client relationships to support retention and growth Coordinate referrals... 
    Work at office
    Local area

    Foundation Risk Partners

    California, MO
    3 days ago
  • $260k - $390k

     ...& FINANCE PRACTICE GROUP Locations: New York, NY | Los Angeles, CA / San Francisco, CA HYBRID Our client, a prestigious Amlaw 50 firm...  ...salary range of $260,000-$390,000 , as determined by experience and market factors. Eligibility for performance-based bonuses .... 
    Work at office

    Keystone Distinction Group

    California, MO
    4 days ago
  • $23.75 - $29 per hour

    RadNet, Inc. is looking for a Banking Specialist III - Sales in California to enhance client relationships and achieve branch sales goals. This position requires strong consultative selling skills and a commitment to exceptional client service, managing banking products... 
    Hourly pay
    Work at office

    RadNet, Inc.

    California, MO
    3 days ago
  • Koitecc Solutions is seeking a Relationship Banker to provide exceptional service and build meaningful client relationships. In this role, you'll utilize advanced banking solutions while maintaining a welcoming environment. The ideal candidate has sales experience in Retail... 

    Koitecc Solutions

    California, MO
    22 hours ago
  • $19 - $23 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 time
    Work experience placement
    Flexible hours

    Cathay Bank

    California, MO
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker - Marin Napa Market- Greenbrae, CA. Be the first to apply!